Meet the RightCapital Training Team

27 Sep 2022

Person standing in front of group training them

You’re likely familiar with their voices from webinars, but we’d love for you to get to know our Training Team a little better. Every subscriber has access to our training webinars, whether you would like to learn how to create and present your first plan, earn CFP CE credits on financial topics such as dynamic retirement spending strategies, or learn more about best practices with helpful tips for Roth conversions or the student loan module.

Daniel, Customer Relationship & Training Manager (+ his dog, Rocky)

Daniel, RightCapital's Manager of the Training and Onboarding Teams and his golden retriever, Rocky

Daniel has spent his time at RightCapital working on the Support Team, Onboarding Team, and Training Team, and he now manages the Training Team. He is passionate about helping others and appreciates RightCapital’s inclusive culture within which people are able to play as hard as they work. According to Daniel, “There is an authenticity with RightCapital staff and the way they care for advisors that keeps me motivated everyday.” 

Off the clock, Daniel enjoys spending time with his wife and daughter, and pursues his love of the outdoors. Whether he’s hiking, biking, fishing, climbing, gardening, or hanging with his chickens, you're likely to find him enjoying the sunshine and listening to ‘90’s music. Admittedly, it’s a grunge thing.

Justin, Training Associate

Justin, Training Associate, headshot and quote,  "I have learned so much on the support team answering all possible questions from advisors, and I am super excited to apply that knowledge in a different way now to help my teammates and others through the learning process."

Justin joined RightCapital in August of 2021 as a Product Support Specialist after graduating Fairfield University. After about a year on the Support Team, he is now a Training Associate.

In his free time, Justin loves to work out, watch football and the UFC, and play golf and poker. He is a New York Giants and Notre Dame football fan. He also loves to travel to South Carolina yearly to visit family.

If you’re interested in spending more time with the Training Team and aren’t yet a subscriber, schedule a demo to get started!