Daniel Cape Email & Phone Number
President and Founding Partner @ Lake Edge Wealth Advisors
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Daniel Cape Location
- Green Bay, WI, US
Daniel Cape Work
- 2025 -now President and Founding Partner @
- 2017 -2024 Financial Advisor @ Cape Financial Group, LLC
- 2017 -2017 Registered Branch Professional @ Cape Financial Group, LLC
- 2016 -2017 MRP Applications Engineer @
- 2015 -2016 Application Engineer @
- 2014 -2014 Mechanical Engineer Intern @
Daniel Cape Education
- Yale School of Management
Certified Investment Management Analyst - Education Program
2021 - College for Financial Planning
Accredited Asset Management Specialist Designation (Financial Planning and Services)
2018-2018 - Cedarville University
Bachelor of Science in Mechanical Engineering (Mechanical Engineering)
2011-2015
Daniel Cape Skills
- Matlab
- Microsoft Office
- Solidworks
- Microsoft Word
- PowerPoint
- Sigmanest
- Lean Manufacturing
- CAD
- Revit
- AutoCAD
- MRP
- Engineering
- Inventor
- Mechanical Engineering
Daniel Cape Summary
- Daniel Cape, based in Green Bay, WI, US, is currently a President and Founding Partner at Lake Edge Wealth Advisors. Daniel Cape brings experience from previous roles at Cape Financial Group, LLC and SigmaTEK Systems. Daniel Cape holds a Certified Investment Management Analyst - Education Program @ Yale School of Management. With a robust skill set that includes Matlab, Microsoft Office, Solidworks, Microsoft Word, PowerPoint and more. Daniel Cape has 3 emails and 4 mobile phone numbers on RocketReach.
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Top Lake Edge Wealth Advisors Employees
Michelle Heise
Client Service Associate
De Pere, WI, US
Frank Cape
Branch Consultant
Green Bay, WI, US
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