Daniel Cocco Email & Phone Number
Partner @ Beacon Wealth Partners
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Daniel Cocco Location
- United States
Daniel Cocco Work
- 2018 -now Partner @
- 2017 -2018 Organizational Effectiveness Consultant @
- 2015 -2017 Senior Consultant - Financial Services | People Advisory Services @
- 2014 -2015 Senior Associate in Advisory @
- 2011 -2014 Experienced Associate in People and Change @
- 2008 -2011 Assistant Director, Office of Alumni and Development @
- 2007 -2007 Life Marketing Intern @
Daniel Cocco Education
- Columbia University in the City of New York
M.S. (Non-Profit/Public/Organizational Management)
2009-2010 - Penn State University
B.A. (Penn State Dance Marathon (THON), Council of Commonwealth Student Governments (CCSG), Parmi Nous Senior Honor Society, Lion's Paw)
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
- Tax Efficient Investing Strategies
- Retirement Planning
- Wealth Management
- Client Education
- Asset Allocation Strategies
- Project Management
- Leadership Development
- Program Management
- Management Consulting
- Fundraising
- Non Profits
- Nonprofits
- Organizational Development
- Strategy
- Talent Management
- Change Management
- Marketing
- Business Process Improvement
- Business Strategy
- Competitive Analysis
- Strategic Planning
- Leadership
- Social Media
- Microsoft Office
- Data Analysis
- Workday
- MS Project
- Payroll
- Human Resources
- Business Development
- Vendor Relationship Management
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 in the City of New York. 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 2 emails and 3 mobile phone numbers on RocketReach.
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