Jan 2025 - Current
Aug 2024 - Jan 2025
Jun 2023 - Sep 2023
Jun 2022 - Aug 2022
Jun 2021 - Oct 2021
Apr 2018 - Mar 2020
Bachelor of Business Administration - BBA at California Polytechnic State University-San Luis Obispo
Bachelor of Business Administration - BBA at Universidad Nebrija
La Costa Canyon High School
Name: Stratos Private Wealth
Speciality: Wealth planning, Portfolio management, Financial coordination, Estate planning, Tax management, Liquidity events, Wealth philosophy, Goal refinement, Plan design, Strategy selection, Multi-layer investment process, Equity compensation, Retirement planning, Charitable giving, Legacy planning, Risk management
Location: San Diego, CA, United States
Employees: 10-50
HQ Phone: 844-249-6534
Description: Stratos Private Wealth is a collective of interdependent, full service wealth management firms that provides business executives, enterprise business owners and individuals with co...
What is Danny Roberts's minimum period of employment in the companies?
Danny Roberts's minimum period of employment in various companies is 2 months.What is Danny Roberts's average duration of employment for different companies?
On average, Danny Roberts works for one company for 7 monthsWhat industries has Danny Roberts worked in?
Danny Roberts works in the Financial Services. Previously, Danny Roberts worked in the Music, and Restaurants.What positions has Danny Roberts held before?
Previously, Danny Roberts worked as a Paraplanner, and Financial Planning Intern, and Intern, and Team Member.How do I contact Danny Roberts?
Danny Roberts's email address is d**@stratosprivatewealth.com, phone number is +1-870-***-**29. Sign up to get contact details.Who is the President of the Stratos Private Wealth?
The President of the Stratos Private Wealth is Jeff BrownWho are Danny Roberts's peers at other companies?
Danny Roberts's peers at other companies are Liss Chapman and Sarah Gonzales and Ethan SingerSignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.
SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.