Daniel Cassell Email & Phone Number
Portfolio Manager @ BakerAvenue Wealth Management
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Daniel Cassell Location
- San Francisco, CA, US
Daniel Cassell Work
- 2015 -now Portfolio Manager @
- 2012 -2015 Portfolio Associate @
- 2007 -2012 Portfolio Administrator @
- 2000 -2007 Staff Accountant @ Vocker, Kristofferson & Company
Daniel Cassell Education
- Santa Clara University
Bachelor of Science (BS) (Commerce and Finance)
Daniel Cassell Skills
- Fixed Income
- Securities
- Strong Presentation Skills
- Mutual Funds
- Asset Allocation
Daniel Cassell Summary
- Daniel Cassell, based in San Francisco, CA, US, is currently a Portfolio Manager at BakerAvenue Asset Management. Daniel Cassell brings experience from previous roles at Bingham, Osborn & Scarborough, Bingham, Osborn & Scarborough, LLC and Vocker, Kristofferson & Company. Daniel Cassell holds a Bachelor of Science (BS) in Commerce and Finance @ Santa Clara University. With a robust skill set that includes Fixed Income, Securities, Strong Presentation Skills, Mutual Funds, Asset Allocation and more. Daniel Cassell has 1 emails on RocketReach.
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Top BakerAvenue Wealth Management Employees
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Southlake, TX, US
Jonathan Bernstein
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Doug Couden
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Jerry Luff
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Tanya Welch
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Matthew Munro
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Sheila Rabaut
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Simon Mayali
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Erik Gholtoghian
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Tracy Salvador
Director Of Operations
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