Daniel Brea Location
Miami, FL, US
Daniel Brea Work
- 2020 - now Financial Advisor @ Total View Advisors
- 2008 - 2020 Wealth Manager II @ BNY Wealth
- 2005 - 2008 Portfolio Officer @ BNY Wealth
- 2003 - 2005 Portfolio Officer Assistant @ BNY Wealth
- 2001 - 2003 Portfolio Administrator @ BNY Wealth
- 2000 - 2001 Investment Specialist I @ BNY Wealth
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
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.
5 free lookup(s).
No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Daniel Brea?
Find contact details for 700 million professionals.
Others Named Daniel Brea
-
Daniel Brea
Financial Advisor at Total View Advisors
Miami, FL, US24 -
Dan Brea
Manager at Exelon Corp/ Com Ed
Buffalo Grove, IL, US21 -
Daniel Brea
Chief Executive Officer at Dream Reach Media
Beverly Hills, California, United States24 -
Daniel Brea
Founder at Art To Income
Beverly Hills, CA, US23
Top Total View Advisors Employees
-
Daniel Brea
Financial Advisor at Total View Advisors
Miami, FL, US24
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups.
Search the #1
Contact Database
Get contact details of over 700M profiles across 60M
companies – all with industry-leading accuracy. Sales and Recruiter users, try out our
Email Finder Extension.
Use our
AI-Powered
Email Finder
Find business and personal emails and mobile phone numbers
with exclusive coverage across niche job titles, industries, and more
for unparalleled targeting. Also
available via our
Contact Data API.
G2Crowd Trusted
300K+
Plugin Users
