Daniel Coleman Email & Phone Number

Principal, Wealth Advisor @ Cerity Partners

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Daniel Coleman Location

Saugus, MA, US

Daniel Coleman Work

2025 - now Principal, Wealth Advisor @ Cerity Partners
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2023 - 2024 Wealth Advisor @ Prio Wealth
2018 - 2023 Relationship Manager @ Prio Wealth

2018 - 2018 Account Manager @ BNY Wealth
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2016 - 2018 Relationship Manager @ BNY Wealth
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2015 - 2016 Assistant Relationship Manager @ BNY Wealth
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2013 - 2015 Investment Data Specialist @ BNY
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Daniel Coleman Education

Boston University
Financial Planning Certificate (Financial Planning)
2018 - 2020
Plymouth State University
Bachelor of Science (B.S.) (Finance, with Economics Minor)
2009 - 2013
University of Plymouth
(International Business)
2012 - 2012

Daniel Coleman Skills

Microsoft Excel
PowerPoint
Google Analytics

Google Adwords
Customer Service
Microsoft Office
Marketing Strategy
Social Networking
Time Management
Public Speaking

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Daniel Coleman Summary

Daniel Coleman, based in Saugus, MA, US, is currently a Principal, Wealth Advisor at Cerity Partners. Daniel Coleman brings experience from previous roles at Prio Wealth and BNY Mellon Wealth Management. Daniel Coleman holds a 2018 - 2020 Financial Planning Certificate in Financial Planning @ Boston University. With a robust skill set that includes Microsoft Excel, PowerPoint, Google Analytics, Google Adwords, Customer Service and more. Daniel Coleman has 2 emails on RocketReach.

Daniel Coleman Emails

Found 2 emails

Daniel Coleman Phone Numbers

Found 2 phone numbers

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