Daniel Agoglia Email & Phone Number
Wealth Management Advisor @ The Philadelphia Group
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Daniel Agoglia Location
- Wayne, PA, US
Daniel Agoglia Work
- Wealth Management Advisor @ (November 2016 - Present)
- Wealth Management Advisor @ (November 2016 - Present)
- Director of Development @ (June 2013 - February 2015)
- Director @ Janney Capital Markets (April 2009 - November 2012)
- Vice President @ (May 2006 - January 2009)
- Vice President @ (September 1997 - April 2006)
Daniel Agoglia Education
- Boston College
Human Development
1993-1997 - Huntington High School '93 1989-1993
- Villanova University
Principles of Fundraising and Development
2013
Daniel Agoglia Skills
- Alternative Investments
- Asset Management
- Bloomberg
- Capital Markets
- Equities
- Financial Analysis
- Fixed Income
- Fundraising
- Hedge Funds
- Investments
- Management
- Mutual Funds
- Portfolio Management
- Securities
- Series 63
- Series 66
- Series 7
- Trading
Daniel Agoglia Summary
- Daniel Agoglia, based in Wayne, PA, US, is currently a Wealth Management Advisor at Independence Square Advisors. Daniel Agoglia brings experience from previous roles at Independence Square Advisors, The Children's Hospital of Philadelphia, Janney Capital Markets and Bank of America. Daniel Agoglia holds a 1993 - 1997 Human Development @ Boston College. With a robust skill set that includes Alternative Investments, Asset Management, Bloomberg, Capital Markets, Equities and more. Daniel Agoglia has 1 emails and 3 mobile phone numbers on RocketReach.
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