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 @
- 2008 -2020 Wealth Manager II @
- 2005 -2008 Portfolio Officer @
- 2003 -2005 Portfolio Officer Assistant @
- 2001 -2003 Portfolio Administrator @
- 2000 -2001 Investment Specialist I @
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
- Private Banking
- Strategic Financial Planning
- Asset Management
- Wealth
- Asset Allocation
- Alternative Investments
- Equities
- Securities
- Financial Planning
- PowerPoint
- Financial Modeling
- Finance
- High Net Worth Individuals
- Microsoft Word
- Research
Daniel Brea Summary
- Daniel Brea, based in Miami, FL, US, is currently a Financial Advisor at RJFS | 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.
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