Position:
Investment Operations Associate at Merit Wealth Advisors
Location:
New York City Metropolitan Area, United States
Found email addresses for Daniel Winters:
Found phone for Daniel Winters:
Mar 2025 - Current
Jun 2017 - Mar 2025
Feb 2024 - Apr 2024
Sep 2019 - Jan 2024
Nov 2018 - Jun 2019
Their professional focus is Accounting, Bloomberg, and Budget Management across 3 core areas.
Daniel holds FINRA Securities Industry Essentials Exam certifications.
Bachelor's degree at Bradley University: Foster College of Business
Master of Business Administration at NYU Stern School of Business
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