Daniel Axelson Email & Phone Number
Managing Director and Partner @ Oxford Harriman & Company
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Daniel Axelson Location
- Boston, MA, US
Daniel Axelson Work
- Managing Director and Partner @ (April 2023 - Present)
- Managing Principal, PIM Portfolio Manager @ Wells Fargo Advisors Financial Network, LLC (March 2016 - April 2023)
- Senior Portfolio Manager, Vice President - Investments @ (August 2006 - March 2016)
- Vice President Investments @ (January 1994 - January 2006)
Daniel Axelson Education
- Plymouth State University
BS Business Administration
1978-1983 - International School of Brussels 1975-1978
Daniel Axelson Skills
- Portfolio Management
- Investments
- Series 7
- Wealth Management
- Asset Management
- Asset Allocation
Daniel Axelson Summary
- Daniel Axelson, based in Boston, MA, US, is currently a Managing Director and Partner at Oxford Harriman & Company. Daniel Axelson brings experience from previous roles at Wells Fargo Advisors Financial Network, LLC, UBS Wealth Management and Merrill Lynch. Daniel Axelson holds a 1978 - 1983 BS Business Administration @ Plymouth State University. With a robust skill set that includes Portfolio Management, Investments, Series 7, Wealth Management, Asset Management and more. Daniel Axelson has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Oxford Harriman & Company Employees
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Cleveland, OH, US
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President
New York, NY, US
Kery Hutner
Managing Director and Partner
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Jim Makee
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Mike Verda
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Lorain, OH, US
Robert Wert
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Managing Director and Partner
New York, NY, US
Joseph Digiacomo
Managing Partner
Philadelphia, PA, US
Michael Finkelstein
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Bloomfield Hills, MI, US
Dennis Barba
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Cleveland, OH, US
Dathan Lumpkins
Managing Director - Partner
Saint Joseph, MI, US
Jack Makee
Financial Advisor
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Jessica Jackson
Associate Director of Marketing and Operations
Chagrin Falls, OH, US
Jaime Zarlenga-Siegler
Managing Director and Partner
Chagrin Falls, OH, US
Michelle Saville
Director of Account Operations
Westlake, OH, US
Thomas Erb
Senior Managing Director and Partner
Cleveland, OH, US
Glen Kashetsky
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