Current Position:
Financial Planning Associate at Adero PartnersExperience:
10 yearsLocation:
Portland, Oregon Metropolitan Area, United StatesSep 2021 - Current
Dec 2020 - Aug 2021
Jun 2020 - Oct 2020
Jul 2019 - Nov 2019
Jan 2019 - Jul 2019
Apr 2018 - Aug 2018
Jul 2017 - Mar 2018
Nov 2015 - Jul 2017
Certified Financial Planning Certificate at University of California, Berkeley
Bachelor's degree at San Francisco State University
None, general education and transfer courses completed at College of Marin
What is Daniel's minimum period of employment in the companies?
Daniel's minimum period of employment in various companies is 4 months.What is Daniel's average duration of employment for different companies?
On average, Daniel works for one company for 8 monthsWhat industries has Daniel worked in?
Daniel works in the Financial Services. Previously, Daniel worked in the Information Technology and Services, and Banking, and Accounting, and Government Administration.What positions has Daniel held before?
Previously, Daniel worked as a Financial Planning Assistant, and Paraplanner, and Adaptive Insights Planning Consultant, and Relationship Manager, and Adaptive Planning Consultant.How do I contact Daniel?
Daniel's email address is **@aderopartners.com, phone number is +1-870-***-**31. Sign up to get contact details.Who is the President/CEO/Director of the Adero Partners?
The President/CEO/Director of the Adero Partners is RebeccaWho are Daniel's peers at other companies?
Daniel's peers at other companies are Alyssa Jensen and Maral Gulesserian and Jamie ElizabethFind email for 850M+ professionals