Vice President - Investments, Private Client Advisor
5 free lookup(s).
Daniel Bergmann Location
Los Angeles, CA, US
Daniel Bergmann Work
2022 -
now Vice President - Investments, Private Client Advisor @ J.P. Morgan Wealth Management
Daniel Bergmann Education
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (M.B.A.) (Finance)
2014
-
2015
Pepperdine University, The George L. Graziadio School of Business and Management
Bachelor of Science (B.S.) (Business management)
2012
-
2014
Daniel Bergmann Skills
Sales
Leadership
Financial Services
Trend Analysis
New Store Openings
POS
Inventory Management
Microsoft Office
Apparel
Investment Planning
Risk Management
Profit
Store Operations
Financial Guidance
Customer Service
Retail Sales
Visual Merchandising
Strategic Planning
Window Displays
New Store Development
Merchandising
Team Building
Retail
Trend Forecasting
Styling
Retirement Planning
Loss Prevention
Footwear
District Management
Public Speaking
Financial Reporting
Investment Selection
Trend
Financial Advisory
Fashion
Management
Driving Results
Clienteling
Marketing
Store Management
Merchandise Planning
Daniel Bergmann Summary
Daniel Bergmann, based in Los Angeles, CA, US, is currently a Vice President - Investments, Private Client Advisor at J.P. Morgan Wealth Management. Daniel Bergmann holds a 2014 - 2015 Master of Business Administration (M.B.A.) in Finance @ Pepperdine University, The George L. Graziadio School of Business and Management. With a robust skill set that includes Sales, Leadership, Financial Services, Trend Analysis, New Store Openings and more. Daniel Bergmann has 1 emails and 1 mobile phone numbers on RocketReach.
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