Daniel Burnham Email & Phone Number
Senior Investor Support Specialist @ MicroVentures
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Daniel Burnham Location
- Charlotte, NC, US
Daniel Burnham Work
- 2022 -now Senior Investor Support Specialist @
- 2015 -2022 Financial Advisor @
- 2014 -2014 Benefits Advisor @
Daniel Burnham Education
- University of Rhode Island
Daniel Burnham Skills
- Insurance
- Wealth Management Services
- Customer Satisfaction
- Investment Management
- Relationship Development
- Private Equity
- Customer Engagement
- Teamwork
- Retirement Planning
- Investments
- Trading
- Sales Processes
- Communication
- Financial Literacy
- Problem Solving
- Investor Relations
- Retirement Plan Consulting
- Retirement Income Strategies
- Financial Advisory
- Hold Series 7
- Investment Strategies
- Hold Series 66
- Consultative Selling
- Customer Relationship Management (CRM)
- Customer Service
- Microsoft Office
- Financial Guidance
- Financial Analysis
- Leadership
- Microsoft Excel
- Training
- Retirement
- College Education Planning
- Time Management
- IRAs
- Lead Management
Daniel Burnham Summary
- Daniel Burnham, based in Charlotte, NC, US, is currently a Senior Investor Support Specialist at MicroVentures. Daniel Burnham brings experience from previous roles at Wells Fargo Advisors and Aon Hewitt. Daniel Burnham holds a University of Rhode Island. With a robust skill set that includes Insurance, Wealth Management Services, Customer Satisfaction, Investment Management, Relationship Development and more. Daniel Burnham has 2 emails and 1 mobile phone numbers on RocketReach.
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