Abigail Pitner Email & Phone Number
Executive Director, Head of Transitions and Advisor Support @ DayMark Wealth Partners
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Abigail Pitner Location
- Cincinnati, OH, US
Abigail Pitner Work
- 2026 -now Executive Director, Head of Transitions and Advisor Support @
- 2025 -2026 Client Relationship Manager @
- 2024 -2024 Financial Consultant @
- 2023 -2024 Senior Analyst @
- 2021 -2023 Analyst @
- 2020 -2021 Product Development Intern @
- 2019 -2020 Sr. Investor Service Specialist @
- 2017 -2019 VP of Finance @
- 2018 -2018 Finance and Marketing Consultant @ Daniels Consulting Firm
- 2017 -2017 Financial Analyst Internship @
- 2011 -2016 Assistant Manager @ Swim Safe Pool Management
Abigail Pitner Education
- University of Denver
Bachelor's degree (Finance)
2015-2019 - Ursuline Academy 2011-2015
Abigail Pitner Skills
- Certified Financial Planner
- Microsoft Excel
- Data Analysis
- Time Line Management
- Financial Modeling
- Financial Analysis
- Finance
- Competitive Analysis
- Market Analysis
- Project Management
- Research
- Strategic Planning
- Product Development
- Microsoft PowerPoint
- Microsoft Word
- Microsoft Office
- Public Speaking
- Leadership
- Teamwork
- Customer Service
- Time Management
- Organizational Leadership
- Intermediate Spanish
- R Studio
- Data Analytics
Abigail Pitner Summary
- Abigail Pitner, based in Cincinnati, OH, US, is currently a Executive Director, Head of Transitions and Advisor Support at DayMark Wealth Partners. Abigail Pitner brings experience from previous roles at DayMark Wealth Partners and Matter Family Office. Abigail Pitner holds a 2015 - 2019 Bachelor's degree in Finance @ University of Denver. With a robust skill set that includes Certified Financial Planner, Microsoft Excel, Data Analysis, Time Line Management, Financial Modeling and more. Abigail Pitner has 1 emails and 1 mobile phone numbers on RocketReach.
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