Daniel Cassell Email & Phone Number

Portfolio Manager @ BakerAvenue Wealth Management

5 free lookup(s).

Daniel Cassell Location

San Francisco, CA, US

Daniel Cassell Work

2015 - now Portfolio Manager @ BakerAvenue Wealth Management
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2012 - 2015 Portfolio Associate @ Cerity Partners
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2007 - 2012 Portfolio Administrator @ Cerity Partners
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2000 - 2007 Staff Accountant @ Vocker, Kristofferson & Company

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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

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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 and 2 mobile phone numbers on RocketReach.

Daniel Cassell Emails

Found 1 emails

@bakerave.com

Daniel Cassell Phone Numbers

Found 3 phone numbers

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Others Named Daniel Cassell

Daniel Cassell

Orthopedic Physician Assistant at Maine Medical Center

Portland, ME, US
2
- gmail.com
- mainehealth.org
1
- +1 603-224-XXXX
Daniel Cassell

Product Specialist at Corning Cable Systems

Hickory, NC, US
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- corning.com
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- +1 203-570-XXXX
- +1 203-254-XXXX
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Daniel Cassell

President and CEO: Owner at Kwenyan Professional Health Services

New York, NY, US
2
- aol.com
- comcast.net
4
- +1 215-335-XXXX
- +1 609-593-XXXX
- +1 215-868-XXXX
- +1 215-432-XXXX
Daniel Cassell

Frontend Developer at Smart Communications.

London, GB
4
- gmail.com
- aol.com
- smartcommunications.com
- smartcommunications.co.uk
3
- +1 613-899-XXXX
- +1 541-434-XXXX
- +1 541-343-XXXX

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Top BakerAvenue Wealth Management Employees

Doug Couden

Chief Investment Officer at BakerAvenue Wealth Management

San Francisco, CA, US
1
- bakerave.com
4
- +1 415-279-XXXX
- +1 415-986-XXXX
- +1 415-466-XXXX
- +1 415-346-XXXX
Jerry Luff

Partner, COO at BakerAvenue Wealth Management

San Juan Capistrano, CA, US
2
- bakerave.com
- gmail.com
4
- +1 415-986-XXXX
- +1 415-393-XXXX
- +1 415-272-XXXX
- +1 415-986-XXXX
Sheila Rabaut

Director at BakerAvenue Wealth Management

San Francisco, CA, US
3
- yahoo.com
- bakerave.com
- gmail.com
3
- +1 703-919-XXXX
- +1 703-757-XXXX
- +1 415-244-XXXX
Joshua Young

Wealth Advisor, Managing Director at BakerAvenue Wealth Management

Sun Valley, ID, US
2
- bakerave.com
- gmail.com
3
- +1 614-225-XXXX
- +1 832-545-XXXX
- +1 281-232-XXXX
Matthew Munro

Wealth Advisor, Managing Director at BakerAvenue Wealth Management

New York, NY, US
2
- bakerave.com
- gmail.com
1
- +1 415-699-XXXX
Simon Mayali

Director of Estate Planning at BakerAvenue Wealth Management

San Francisco, CA, US
2
- gmail.com
- bakerave.com
1
- +1 510-853-XXXX
Jonathan Bernstein

Wealth Advisory, Managing Director at BakerAvenue Wealth Management

Texas, United States
2
- gmail.com
- bakerave.com
5
- +1 614-844-XXXX
- +1 201-420-XXXX
- +1 513-844-XXXX
- +1 513-844-XXXX
- +1 908-361-XXXX
Austin Roesler

Senior Wealth Advisory Manager at BakerAvenue Wealth Management

Dallas, TX, US
2
- gmail.com
- bakerave.com
1
- +1 608-317-XXXX
Tanya Welch

Wealth Advisor, Partner at BakerAvenue Wealth Management

San Francisco, CA, US
3
- hotmail.com
- bakerave.com
- gmail.com
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- +1 415-871-XXXX
- +1 701-852-XXXX
- +1 832-474-XXXX
- +1 775-751-XXXX
- +1 301-556-XXXX
- +1 970-218-XXXX
Daniel Cassell

Portfolio Manager at BakerAvenue Wealth Management

San Francisco, CA, US
1
- bakerave.com
3
- +1 303-751-XXXX
- +1 720-371-XXXX
- +1 415-602-XXXX

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