Daniel Almeida Email & Phone Number
Portfolio Manager, Director of Strategy Implementation @ RWA Wealth Partners
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Daniel Almeida Location
- Boston, MA, US
Daniel Almeida Work
- Portfolio Manager, Director of Strategy Implementation @ (January 2025 - Present)
- Portfolio Manager and Director @ (March 2020 - January 2025)
- Associate Portfolio Manager @ (November 2017 - March 2020)
- Equity Trader @ (April 2015 - November 2017)
Daniel Almeida Education
- Johnson & Wales University
Bachelor of Science (BS) (Business Administration and Management, General)
2008-2012
Daniel Almeida Skills
- Leadership
- Microsoft Office
- Teamwork
- Quantitative Risk
- PowerPoint
- Investments
- Social Media
- Microsoft Excel
- Equity
- Risk Management
- Time Management
- Finance
- Customer Service
- Application Support
- Investment Properties
- Support
- Outlook
- Property Management
Daniel Almeida Summary
- Daniel Almeida, based in Boston, MA, US, is currently a Portfolio Manager, Director of Strategy Implementation at RWA Wealth Partners. Daniel Almeida brings experience from previous roles at ROPES WEALTH ADVISORS LLC, Ropes Wealth Advisors LLC and Boston Private. Daniel Almeida holds a 2008 - 2012 Bachelor of Science (BS) in Business Administration and Management, General @ Johnson & Wales University. With a robust skill set that includes Leadership, Microsoft Office, Teamwork, Quantitative Risk, PowerPoint and more. Daniel Almeida has 2 emails and 1 mobile phone numbers on RocketReach.
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