Daniel Chacon Location
- Irvine, CA, US
Daniel Chacon Work
- 2026 - now Partner, Private Wealth Advisor @
- 2022 - 2026 Private Wealth Advisor @
- 2018 - 2022 Sr. Financial Planner @
- 2017 - 2018 Senior Audit Assistant @
Daniel Chacon Education
- California State University-Long Beach
Bachelor of Business Administration (B.B.A.) (Accounting and Finance)
2012 - 2017
Daniel Chacon Skills
- PowerPoint
- Microsoft Excel
- Teamwork
- Time Management
- Communication
- Leadership
- Microsoft Word
- Public Speaking
- Accounting
- Customer Service
- Event Planning
- Financial Accounting
- Management
- Microsoft Office
- Social Media
- High Net Worth Individuals And Families
- Financial Stewardship
- Tax Planning
- Trust And Estate Planning
- Retirement Planning
- Wealth Management Services
- Business Planning
- Cash Flow Planning And Analysis
- Charitable Giving Strategies
- Investment Management
Daniel Chacon Summary
- Daniel Chacon, based in Irvine, CA, US, is currently a Partner, Private Wealth Advisor at Blue Trust. Daniel Chacon brings experience from previous roles at Blue Trust and Deloitte. Daniel Chacon holds a 2012 - 2017 Bachelor of Business Administration (B.B.A.) in Accounting and Finance @ California State University-Long Beach. With a robust skill set that includes PowerPoint, Microsoft Excel, Teamwork, Time Management, Communication and more. Daniel Chacon has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Blue Trust Employees
Dana Kloes
Director, Human Resources, Sr. Partner
Atlanta, GA, US
Robert Nobles
Director - Portfolio Management
Columbus, GA, US
Brian Shepler
President and CEO
Atlanta, GA, US
Kevin Hoover
Director, Operations - Wealth Solutions
Atlanta, GA, US
Russ Crosson
Executive Vice Chairman, EVP, Chief Mission Officer
Roswell, GA, US
Derek Irish
Regional Managing Director
Houston, TX, US
Ryan Anderson
Senior Partner
Houston, TX, US
Aaron Klopfenstein
Managing Director, Central U.S.
Indianapolis, IN, US
Jeff Wernick
Managing Director
Brentwood, TN, US
David Lawless
Partner
Houston, TX, US
Kevin Klok
Managing Director
Holland, MI, US
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