Daniel Cassell Email & Phone Number
Portfolio Manager @ BakerAvenue Wealth Management
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Daniel Cassell Location
- San Francisco, CA, US
Daniel Cassell Work
- Portfolio Manager @ (July 2015 - Present)
- Portfolio Associate @ (July 2012 - May 2015)
- Portfolio Administrator @ (November 2007 - June 2012)
- Staff Accountant @ Vocker, Kristofferson & Company (January 2000 - January 2007)
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 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 and 3 mobile phone numbers on RocketReach.
Looking for a different Daniel Cassell?
Find contact details for 700 million professionals.
Others Named Daniel Cassell
Danny Cassell
Senior General Manager
Liverpool, GB
Dan Cassell
Project Director
Cary, NC, US
Daniel Cassell
Project Engineering Manager
Portsmouth, GB
Daniel Cassell
Director of Field Operations
Chicago, IL, US
Daniel Cassell
Orthopedic Physician Assistant
Portland, ME, US
Daniel Cassell
Product Specialist
Hickory, NC, US
Daniel Cassell
President and CEO: Owner
New York, NY, US
Daniel Cassell
WMS Integration Manager
New Orleans, LA, US
Daniel Cassell
Frontend Developer
London, GB
Top BakerAvenue Wealth Management Employees
Scott Stephens
Managing Partner and Director
Southlake, TX, US
Joshua Young
Wealth Advisor, Managing Director
Sun Valley, ID, US
Geoffrey Erwin
Wealth Advisor Managing Director
Dallas, TX, US
Jonathan Bernstein
Wealth Advisory, Managing Director
Texas, United States
Doug Couden
Chief Investment Officer
San Francisco, CA, US
Jerry Luff
Partner, COO
San Juan Capistrano, CA, US
Nick McInnis
Investment Management, Director
San Francisco, CA, US
Hannah Kim
Wealth Advisory Manager
San Francisco, CA, US
Michael Dunn
Wealth Solutions Managing Director
San Clemente, CA, US
Matthew Munro
Wealth Advisor, Managing Director
New York, NY, US
Sheila Rabaut
Director
San Francisco, CA, US
James Hong
Investment Management, Director
California, United States
Michael Tideman
Wealth Advisor, Managing Director
San Francisco, CA, US
Andrew Thompson
Finance Director
Novato, CA, US
Austin Roesler
Senior Wealth Advisory Manager
Dallas, TX, US
Simon Mayali
Director of Estate Planning
San Francisco, CA, US
Simon Baker
Chief Executive Officer
San Francisco, CA, US
Kris Krauszer
Wealth Advisor, Director
Lake Mary, FL, US
Tracy Salvador
Partner, Operations
San Francisco, CA, US
Mike Moran
Chief Compliance Officer
California, United States
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co