D

Daniel's
email & phone

Current Position:

Financial Planning Associate at Adero Partners

Experience:

10 years

Location:

Portland, Oregon Metropolitan Area, United States

How to contact Daniel

email**@aderopartners.com
phone+1-870-***-**31
instagram
skype
google+
linkedin

Work Experience

Financial Planning Associate at Adero Partners

Sep 2021 - Current

Financial Planning Assistant at Alpha Wealth Management and Planning

Dec 2020 - Aug 2021

Paraplanner at Ameriprise Financial Services, LLC

Jun 2020 - Oct 2020

Adaptive Insights Planning Consultant at Active Cyber

Jul 2019 - Nov 2019

Relationship Manager at Bank of America

Jan 2019 - Jul 2019

Adaptive Planning Consultant at Armanino

Apr 2018 - Aug 2018

Financial Analyst at ChangeLab Solutions

Jul 2017 - Mar 2018

Client Service Representative at Bank of America

Nov 2015 - Jul 2017

Daniel started working in 2015, then the employee has changed 6 companies and 7 jobs. On average, Daniel works for one company for 1 year 1 month.

Education

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

Frequently Asked Questions

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 months

What 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 Rebecca

Who are Daniel's peers at other companies?

Daniel's peers at other companies are Alyssa Jensen and Maral Gulesserian and Jamie Elizabeth
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Daniel Namesakes

Name
Company
Position
D
Regional Sales Manager- Ontario, Manitoba, Saskatchewan
D
Deltareef
Project Manager
D
Network and UC Engineer
D
Digital Imaging Technician
D
Aboriginal Health Performance and Project Analyst
D
Summer Programs at The Park School
Swim Instructor

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