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 @
- 2023 -2024 Wealth Advisor @ Prio Wealth
- 2018 -2023 Relationship Manager @ Prio Wealth
- 2018 -2018 Account Manager @
- 2016 -2018 Relationship Manager @
- 2015 -2016 Assistant Relationship Manager @
- 2013 -2015 Investment Data Specialist @
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
- Analytical Skills
- Team Building
- Teamwork
- Financial Statements
- Economics
- Critical Thinking
- Eagle PACE
- Data Management
- Performance Measurement
- Data Integrity
- Financial Reporting
- Data Stewardship
- Performance Benchmarking
- Bloomberg Terminal
- Prezi
- Omniture
- Compiere
- Organizational Leadership
- Dependable Team Player
- International Business
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.
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