Dan Volz's Location
Brookfield, CT, US
Dan Volz's Work
- Vice President Operations @ Private Client Resources
- Operations Supervisor @ Private Client Resources
- Assistant Portfolio Manager @ AIS Capital Management, L.P.
- Sales: Small Business Services @ ADP
- Finance Intern: Materials Processing and Mining @ Terex Corporation
Dan Volz's Education
- CFA Institute
Level 3 Candidate
- The University of Connecticut School of Business
Bachelor of Science (Accounting)
2005 - 2009
Dan Volz's Skills
- Portfolio Management
- Tax
- Financial Modeling
- Capital Markets
- Investments
- Asset Management
- Internal Controls
- Finance
- Fixed Income
- Financial Analysis
Dan Volz's Summary
Dan Volz, based in Brookfield, CT, US, is currently a Vice President Operations at PCR Financial Aggregation, bringing experience from previous roles at Private Client Resources, AIS Capital Management L.P., Automatic Data Processing and Terex. Dan Volz holds a Level 3 Candidate @ CFA Institute. With a robust skill set that includes Portfolio Management, Tax, Financial Modeling, Capital Markets, Investments and more, Dan Volz contributes valuable insights to the industry. Dan Volz has 6 emails and 1 mobile phone number on RocketReach.
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