Daniel Alcala Email & Phone Number
Director, Risk Management @ GRP Financial
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Daniel Alcala Location
- Roseville, CA, US
Daniel Alcala Work
- 2021 -now Director, Risk Management @
- 2020 -2021 Senior Regional Supervisory Principal @
- 2019 -2019 Financial Consultant @
- 2018 -2019 Sr. Financial Consultant @
- 2018 -2019 Sr. Financial Consultant @
- 2016 -2018 Regional Sales Supervision Principal @
- 2015 -2016 Director, Relationship Management @ Foothill Securities, Inc.
- 2014 -2015 Financial Advisor @
- 2013 -2014 Administrative Manager @
- 2013 -2013 Sr. Manager, Branch Operations @
- 2007 -2013 Branch Manager @
- 2003 -2007 Investment Consultant @
- 2018 -2018 Financial Advisor @
Daniel Alcala Education
- Bryant University
Financial Planning (Financial Planning)
2025-2027 - University of California, Santa Cruz
Personal Financial Planning (Personal Financial Planning)
2011-2012 - University of San Francisco
B.S., Applied Economics (Applied Economics)
2002-2004 - University of San Francisco
B.S. (Applied Economics)
2002-2004 - San Francisco State University
Electrical and Electronics Engineering
1999-2002 - Cabrillo College
Associate of Science - AS (Engineering)
1996-1999 - Cabrillo College
Associate of Science - AS, Engineering (Engineering)
1996-1999 - Aptos High
High School Diploma, Mathematics (Mathematics)
1992-1996 - Aptos High
High School Diploma (Mathematics)
1992-1996
Daniel Alcala Skills
- Financial Planning Software
- Cash Balance
- Investment Sales
- Sales
- Insurance
- Financial Metrics
- Financial Literacy
- Ad Hoc Reporting
- Written Communication
- Training
- Supervisory Skills
- Problem Solving
- 529 Plans
- Negotiation
- Presentations
- Presentation Skills
- Communication
- Banking
- Investments
- Business Relationship Management
- Credit Unions
- Financial Planning
- Retirement Planning
- Investment Strategies
- Trading
- Wealth Management
- Salesforce.com
- Teamwork
- Sales Management
- RIAs
- Relationship Building
- Complex Sales
- Customer Relationship Management (CRM)
- Asset Management
- Business Development
- Investment Advisory
- Customer Satisfaction
- Money Guide Pro
- Investment Advisory Services
- Equities
- Risk Management
- Finance
- Mutual Funds
- Securities
- Options
- Financial Markets
- Management
- Electronic Trading
- Asset Allocation
- Portfolio Management
- Strategic Financial Planning
- Derivatives
- Alternative Investments
- Financial Risk
- Equity Derivatives
- Bonds
- Equity Research
- Capital Markets
- Equity Trading
- Economics
- Business Strategy
- Financial Services
- Program Management
- Commodity
- Hedging
- ETFs
- Technical Analysis
- FX Options
- Trading Systems
- Financial Analysis
- Social Media
- Marketing
- Series 24
- FINRA
- Planning
- Relationship Management
- Microsoft Office
- Fpa
- Project Management
- Uniform Combined State Law
Daniel Alcala Summary
- Daniel Alcala, based in Roseville, CA, US, is currently a Director, Risk Management at GRP Financial. Daniel Alcala brings experience from previous roles at LPL Financial, E*TRADE and Provident Credit Union. Daniel Alcala holds a 2025 - 2027 Financial Planning in Financial Planning @ Bryant University. With a robust skill set that includes Financial Planning Software, Cash Balance, Investment Sales, Sales, Insurance and more. Daniel Alcala has 3 emails and 1 mobile phone numbers on RocketReach.
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Top GRP Financial Employees
Cosmo Gould
President and Chief Compliance Officer
California, United States
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Director of Wealth Management
San Diego, CA, US
Daniel Alcala
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Don German
Vice President Risk Management
Fair Oaks, CA, US
Tory Casanova
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Boston, MA, US
Karen Campbell
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Chicago, IL, US
Geoff White
CEO
Carlsbad, CA, US
Olivia Ruth
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