Daniel Applegarth Email & Phone Number
Chief Financial Officer @ Carson Group
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Daniel Applegarth Location
- Omaha, NE, US
Daniel Applegarth Work
- Chief Financial Officer @ (April 2024 - Present)
- CFO @ (December 2009 - April 2024)
- Controller @ (October 2006 - December 2009)
- Senior Auditor @ (January 2004 - January 2006)
Daniel Applegarth Education
- University of Nebraska at Omaha
MBA (Business Management)
- Brigham Young University
Daniel Applegarth Skills
- Accounting
- Asset Management
- Board Presentations
- Broker-Dealer Compliance
- Business Administration
- Business Analytics
- Business Operations
- Business Strategy
- Business Transformation
- CFOs
- Change Management
- Coaching
- Compensation
- Corporate Culture
- Cross-functional Team Leadership
- Data-driven Decision Making
- Executive Leadership
- Finance
- Financial Analysis
- Financial Reporting
- Financial Services
- Forecasting
- Human Resources (HR)
- Initial Public Offerings (IPO)
- Internal Controls
- Investment Advisory
- Investments
- Leadership
- Mentoring
- Mergers & Acquisitions (M&A)
- People Management
- Performance Improvements
- Performance Incentives
- Pricing Strategy
- Private Equity
- Private Equity Presentations
- Process Redesign
- Restructuring
- Strategic Planning for Growth
- Team Building
- Technology Implementation
- Workday
Daniel Applegarth Summary
- Daniel Applegarth, based in Omaha, NE, US, is currently a Chief Financial Officer at Carson Group. Daniel Applegarth brings experience from previous roles at Orion, NorthStar Financial Services Group, LLC and Ernst & Young. Daniel Applegarth holds a MBA in Business Management @ University of Nebraska at Omaha. With a robust skill set that includes Accounting, Asset Management, Board Presentations, Broker-Dealer Compliance, Business Administration and more. Daniel Applegarth has 2 emails and 1 mobile phone numbers on RocketReach.
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