The Buffalo Niagara Partnership is pleased to present the 2021 BN360 Spotlight Professionals.
Each year, BN360 highlights up-and-coming young professionals who strive for professional growth and development, care for their community, and are passionate about the future of the Buffalo Niagara region.
Daniel Schlein
Managing Associate & Financial Advisor | Alliance Advisory Group
Daniel Schlein is a Managing Associate & Financial Advisory at Alliance Advisory Group, where he leads training sessions and works closely with new associates as they grow within the industry. Dan is passionate about community financial education and empowering others to make sound financial decisions. During his time at AAG, Dan has achieved recognition for his efforts and leadership, including the Client Builder Award, the Chairman’s Cup Award, and the Alliance Advisory Group Influence Award.
With a people-first mentality, Dan has engaged with a variety of organizations and individuals, building a strong network and client base throughout the Buffalo region. As an active participant in the Cystic Fibrosis Foundation, Buffalo City Mission, National Association of Insurance and Financial Advisors, and Grow Buffalo, Dan spends much of his spare time giving back to our region. In both his personal and professional life, Dan is always ready to connect with and assist others in their growth and development.
First Job:
Paper route for The Buffalo News, did my street and the street next to mine. Every morning at 5-7 am. Age 12.
Greatest Professional Win:
Series 7 / 66 & RICP or Chairman’s cup (top 5 in my firm in year 3)
Best Piece of Professional Advice:
Create consistency and build a routine; for example, my routine:
Get up early, lead with gratitude, write goals, do some sort of meditation & then movement. Before the day starts, no matter what happens after that, you are in a great mindset to start your day.
Community Engagement:
Cystic Fibrosis Foundation – Rising Stars Committee & Junior Board
Grow Business Buffalo – Board member – Supports small businesses in Buffalo
NAIFA Member – this supports the financial services industry & lobbies for positive changes
Active – NU Alumni
Thoughts on Living, Working, and Playing in Buffalo Niagara:
The city of good neighbors, people care, and there is an amazing community around us. I grew up, went to school, and worked in this area my entire life. I LOVE IT!
Building a strong network throughout the area, gives working / business a sense of community. The advantage of this area is the sky is the limit.
Playing for me is watching the Bills kick some butt!!!
On Being a BN360 Spotlight Professional:
It feels great, four years ago I got involved with BNP and BN360, then I had the opportunity to sit on the board of BN360 and help choose the spotlight professionals. What I learned was how amazing some of the people nominated were and the vast knowledge, accomplishments, and skillsets a lot of them had.
To be among some of them, is an honor and overall an amazing feeling. Thanks for the opportunity.
2020 Takeaway:
Even in the worst of times if you lead with gratitude for others, serve, and help who you can, you start to see the positivity and hidden lessons throughout.
That also gives you the ability to learn & grow.
The Pandemic’s Career Impact:
Created even more awareness on what is going on in the world beyond our community. My passion is to impact our community and then impact the world.
Being able to work and serve from anywhere is more profound now. This created more efficiency and extreme passion to serve.
Top 5 Favorites:
Favorite Mural: Tough to choose one but I love Albright-Knox Art Gallery
Best Buffalo-Niagara Hidden Gem: Silo City
Go-to Buffalo Food: Chicken wings or Steak
Best Buffalo Activity/Hobby: Watching the Bills
Place you would take someone new to Buffalo: Williamsville
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