Daniel Cocco Location

United States

Daniel Cocco Work

  • 2018 - now  Partner @ Beacon Wealth Partners
  • 2017 - 2018 Organizational Effectiveness Consultant @ Slalom
  • 2015 - 2017 Senior Consultant - Financial Services | People Advisory Services @ EY

Daniel Cocco Education

  • Columbia University

    M.S. (Non-Profit/Public/Organizational Management)

    2009 - 2010
  • Penn State University

    B.A. (Public Relations)

    2003 - 2008

Daniel Cocco Skills

  • Employee Benefits
  • Insurance Planning
  • Wealth Management Services
  • Retirement Plan Consulting
  • 401(k) Retirement Savings Plans
  • Financial Advisory Services
  • Mutual Fund Strategies
  • 401K Rollovers Strategies
  • Annuity Strategies
  • Insurance Needs Analysis

Daniel Cocco Summary

Daniel Cocco, based in United States, is currently a Partner at Beacon Wealth Partners. Daniel Cocco brings experience from previous roles at Slalom Consulting, EY and PwC. Daniel Cocco holds a 2009 - 2010 M.S. in Non-Profit/Public/Organizational Management @ Columbia University. With a robust skill set that includes Employee Benefits, Insurance Planning, Wealth Management Services, Retirement Plan Consulting, 401(k) Retirement Savings Plans and more. Daniel Cocco has 3 emails and 1 mobile phone numbers on RocketReach.

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