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Daniel B. Adams

Daniel B. Adams

Investment & Project Support Coordinator

From March of 2010 until December of 2016, Dan was with CP Federal Credit Union and worked in a variety of positions such as Teller Supervisor, Loan Officer, and eCommerce Representative, before transitioning to the Investment and Project Support Coordinator for CP Federal Investment Services. His experience at CP Federal has made him well versed in the financial industry. Dan assists Investment Services with marketing and event planning, account view assistance, contacting referrals, and inputting new client information.