Daniel Cairns Email & Phone Number
Senior Vice President @ D.A. Davidson Companies
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Daniel Cairns Location
- Roseville, CA, US
Daniel Cairns Work
- 2021 -now Senior Vice President @
- 2011 -2021 Senior Vice President @
- 1980 -2011 Senior Vice President @ A.G. Edwards & Sons, Inc and successor firms
Daniel Cairns Education
- University of Sacramento
MA Education (Catholic Thought)
2005-2011 - University of Pennsylvania - The Wharton School
CIMA (Finance)
2000 - Indiana University - Kelley School of Business
Business Administration (BS Finance)
1976-1980 - North Central High School 1972-1976
Daniel Cairns Skills
- Investments
- Investment Advisory
- Investment Strategies
- Retirement Planning
- Retirement Savings
- Retirement Plan Consulting
- Qualified Retirement Plans
- Asset Management
- Asset Protection
- Securities
- Portfolio Management
- Portfolio Optimization
- Portfolio Performance Analysis
- Investment Portfolio
- Portfolio Assessment
- Wealth Management
- Wealth Management Services
- Wealth Preservation Planning
- Wealth Accumulation Strategies
- Multi-generational wealth transfer
- Intergenerational Wealth Transfer
- Wealth Accumulation
- Finance
- Personal Finance
- Certified Financial Planner
- Strategic Financial Planning
- Personal Financial Planning
- Financial Analysis
- Financial Services
- Financial Markets
- Financial Modeling
- Due Diligence
- Financial Risk
- Market Risk
- New Business Development
- Business Planning
- Customer Service
- Customer Satisfaction
- Customer Retention
- Long-term Customer Relationships
- Estate Planning
- Leadership
- Endowments
- Endowment Funds
- Private Foundations
- Foundations
- Investment Management
- Board Certified
- Asset Allocation
- Alternative Investments
- Team Building
- Business Development
- Services
- Multi Generational Wealth Transfer
- Long Term Customer Relationships
Daniel Cairns Summary
- Daniel Cairns, based in Roseville, CA, US, is currently a Senior Vice President at D.A. Davidson Companies. Daniel Cairns brings experience from previous roles at Baird and A.G. Edwards & Sons, Inc and successor firms. Daniel Cairns holds a 2005 - 2011 MA Education in Catholic Thought @ University of Sacramento. With a robust skill set that includes Investments, Investment Advisory, Investment Strategies, Retirement Planning, Retirement Savings and more. Daniel Cairns has 3 emails and 2 mobile phone numbers on RocketReach.
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