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
- 2023 -now Managing Director and Partner @
- 2016 -2023 Managing Principal, PIM Portfolio Manager @ Wells Fargo Advisors Financial Network, LLC
- 2006 -2016 Senior Portfolio Manager, Vice President - Investments @
- 1994 -2006 Vice President Investments @
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
William Bolas
Senior Managing Director and Partner
Cleveland, OH, US
Daniel Axelson
Managing Director and Partner
Boston, MA, US
Kent Whitaker
President
New York, NY, US
Kery Hutner
Managing Director and Partner
Cleveland, OH, US
Jim Makee
Executive Vice President - Partner
Cleveland, OH, US
Michael Finkelstein
Partner
Bloomfield Hills, MI, US
Dathan Lumpkins
Managing Director - Partner
Saint Joseph, MI, US
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
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