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Daniel Lim's email & phone

Position:Portfolio Trader at Focus Partners Wealth
Experience:5 years
Location:St Louis, Missouri, United States

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Work Experience

Portfolio Trader at Focus Partners Wealth

Jul 2025 - Current

Account Maintenance Associate at Focus Partners Advisor Solutions

Jun 2024 - Jul 2025

Account Maintenance Associate at Buckingham Wealth Partners

Apr 2024 - Jun 2024

Administrative Tax Associate at Buckingham Wealth Partners

Feb 2024 - Apr 2024

Intern at Buckingham Strategic Wealth

Jun 2023 - Aug 2023

Intern at Circle Wealth Management, LLC

Jul 2021 - Aug 2021

Daniel Lim started working in 2021, then the employee has changed 4 companies and 3 jobs. On average, Daniel Lim works for one company for 4 months.

Education

Bachelor's degree at Washington University in St. Louis

Bachelor's degree at Binghamton University

High School Diploma at Choate Rosemary Hall

Current Company Information Focus Partners Wealth

Name: Focus Partners Wealth

Speciality: Wealth Management, Investment Management, Corporate-Sponsored Financial Counseling, Retirement Planning, Tax Planning, Estate Planning, Risk Management, Philanthropic Planning, Cash-Flow Planning, Education Planning, Family Office, Business Management, Life Enhancement Services, Institutional

Location: Clayton, Missouri, United States

Employees: 1000-5000

Description: Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a co...

Frequently Asked Questions

What is Daniel Lim's minimum period of employment in the companies?

Daniel Lim's minimum period of employment in various companies is 1 month.

What is Daniel Lim's average duration of employment for different companies?

On average, Daniel Lim works for one company for 4 months

What industries has Daniel Lim worked in?

Daniel Lim works in the Financial Services.

What positions has Daniel Lim held before?

Previously, Daniel Lim worked as a Account Maintenance Associate, and Administrative Tax Associate, and Intern.

How do I contact Daniel Lim?

Daniel Lim's email address is l******l@focuspartners.com, phone number is +1-***-***-1508. Sign up to get contact details.

Who are Daniel Lim's peers at other companies?

Daniel Lim's peers at other companies are Peter Martin and Anthony Huynh and Michael Mattern

Daniel Lim Namesakes

Name
Company
Position
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Dir Program Management
D
Transportation Designer
D
Lebenz Enteprises
Operations Manager

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Associate Wealth Advisor

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