Daniel Batista Email & Phone Number
Wealth Advisor @ Wells Fargo Private Bank (Past)
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Daniel Batista Location
- New York, NY, US
Daniel Batista Work
- 2019 - 2022 Wealth Advisor @
- 2016 - 2020 Multi-Unit Franchise Owner - Orangetheory Fitness @
- 2013 - 2016 Managing Director - Private Client Advisor @
- 2011 - 2013 Managing Director - Banker @ Citi Private Bank
- 2007 - 2011 Managing Director - Banker @ J.P. Morgan Private Bank
- 2002 - 2007 Investment Strategist and Relationship Manager @ Wachovia Bank
Daniel Batista Education
- Rutgers, The State University of New Jersey-Newark
Bachelor of Science (BS) (Finance)
Daniel Batista Skills
- Portfolio Management
- Investments
- Management
- Investment Management
- Banking
- Asset Management
- Investment Strategies
- Wealth
- High Net Worth Individuals
- Loans
- Wealth Management
- Financial Services
- Series 7
- Credit
- Trusts
- Finance
- Leadership
- Retail Banking
- Strategic Planning
- Customer Service
- Microsoft Office
- Sales
Daniel Batista Summary
- Daniel Batista, based in New York, NY, US, was previously a Wealth Advisor at Wells Fargo Private Bank. Daniel Batista brings experience from previous roles at Orangetheory Fitness, US Trust, Bank of America Private Wealth Management, Citi Private Bank and J.P. Morgan Private Bank. Daniel Batista holds a Bachelor of Science (BS) in Finance @ Rutgers, The State University of New Jersey-Newark. With a robust skill set that includes Portfolio Management, Investments, Management, Investment Management, Banking and more. Daniel Batista has 1 mobile phone numbers on RocketReach.
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