Daniel Alcala Email & Phone Number
Director, Risk Management @ GRP Financial
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Daniel Alcala Location
- Roseville, CA, US
Daniel Alcala Work
- Director, Risk Management @ (January 2021 - Present)
- Senior Regional Supervisory Principal @ (February 2020 - January 2021)
- Financial Consultant @ (March 2019 - December 2019)
- Sr. Financial Consultant @ (May 2018 - March 2019)
- Regional Sales Supervision Principal @ (December 2016 - April 2018)
- Director, Relationship Management @ Foothill Securities, Inc. (June 2015 - December 2016)
- Financial Advisor @ Bank of the West (October 2014 - June 2015)
- Administrative Manager @ (October 2013 - September 2014)
- Sr. Manager, Branch Operations @ (January 2013 - October 2013)
- Branch Manager @ Scottrade (November 2007 - January 2013)
- Investment Consultant @ Scottrade (July 2003 - November 2007)
Daniel Alcala Education
- Bryant University
Financial Planning
2025-2027 - University of California, Santa Cruz
Personal Financial Planning
2011-2012 - 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 - 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
- Analytical Skills
- Attention to Detail
- AutoCAD Mechanical
- Business Planning
- Calculus
- Chemistry
- Decision-Making
- Engineering
- FINRA
- Financial Services
- Investing
- Land Surveying
- Macroeconomics
- Management Accounting
- Managerial Economics
- Managerial Finance
- Microeconomics
- Microsoft Excel
- People Management
- Physics
- Regulatory Requirements
- Sales and Marketing
- Series 24
- Series 7
- Statistical Data Analysis
- 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
- Program Management
- Commodity
- Hedging
- ETFs
- Technical Analysis
- FX Options
- Trading Systems
- Financial Analysis
- Social Media
- Marketing
- 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, Provident Credit Union and Securities America Inc.. Daniel Alcala holds a 2025 - 2027 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
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Daniel Alcala
Director, Risk Management
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Olivia Ruth
Operations Associate
San Francisco, CA, US
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