Daniel Brea Email & Phone Number

Financial Advisor @ Total View Advisors

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Daniel Brea Location

Miami, FL, US

Daniel Brea Work

2020 - now Financial Advisor @ Total View Advisors
2008 - 2020 Wealth Manager II @ BNY Wealth
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2005 - 2008 Portfolio Officer @ BNY Wealth
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2003 - 2005 Portfolio Officer Assistant @ BNY Wealth
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2001 - 2003 Portfolio Administrator @ BNY Wealth
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2000 - 2001 Investment Specialist I @ BNY Wealth
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Daniel Brea Education

University of Miami Business School
Master of Business Administration (M.B.A.) (Personal Financial Planning)
2001 - 2003
University of Miami Business School
Bachelor of Business Administration (BBA) (International Finance & Marketing)
1995 - 1999
Christopher Columbus High School

Daniel Brea Skills

Portfolio Management
Wealth Management
Estate Planning

Investments
Investment Management
Financial Advisory
Investment Strategies
Wealth Management Services
Strategy
Retirement Planning

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Daniel Brea Summary

Daniel Brea, based in Miami, FL, US, is currently a Financial Advisor at Total View Advisors. Daniel Brea brings experience from previous roles at BNY Mellon Wealth Management. Daniel Brea holds a 2001 - 2003 Master of Business Administration (M.B.A.) in Personal Financial Planning @ University of Miami Business School. With a robust skill set that includes Portfolio Management, Wealth Management, Estate Planning, Investments, Investment Management and more. Daniel Brea has 2 emails and 1 mobile phone numbers on RocketReach.

Daniel Brea Emails

Found 2 emails

Daniel Brea Phone Numbers

Found 4 phone numbers

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Dan Brea

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Daniel Brea

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Beverly Hills, CA, US
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