Client Relationship Manager
Club Wealth® Employee Profile
Who are you and what do you do?
My name is Daniel J Casperson. I’m a Relationship Manager at Club Wealth.
What is your role or contribution to Club Wealth®?
The role I have as an RM is to ensure that our coaching clients are satisfied with our services, keeping them up to date with events, and other opportunities they could have with our company. Along with reaching out to new potential clients to invite them to our events or get them on a coaching call here.
What do you enjoy most about being part of Club Wealth®?
One of the many things I enjoy about being part of the Club Wealth team is being surrounded by like-minded individuals who aspire to be the very best version of themselves. While at the same time being some of the kindest most helpful people, I’ve had the pleasure to be around.
What are some of your hobbies and interests?
Outside of work my life is pretty routine. After work I look forward to going to the gym then getting home to eat, clean, sleep, and repeat. Over the weekend if I’m not on the phone with my mother I’m running my errands and prepping for the next week. Nothing better than picking up heavy circles and putting them back down.
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