Daniel Courtney's Location
Denver, CO, US
Daniel Courtney's Work
- Partner, Wealth Management Group @ RubinBrown LLP
- Owner and CFP® @ Basis Financial Planning
- Managing Director, Strategic Partnership Group @ Advisors Asset Management, Inc.
- Managing Director @ Consultant / Business Owner
- President, Genworth Financial Asset Management @ AssetMark
- Executive Vice President @ Resource America, Inc. & Resource Real Estate
- Senior Vice President @ ATEL Securities Corporation
- VP Marketing and Business Development @ BridgeSpan, Inc.
- VP, Business Development @ Related Companies
Daniel Courtney's Education
- The Wharton School
Certificate, Investment Management
2008 - 2008 - College for Financial Planning
Certified Financial Planner
2019 - 2020 - Southeast Missouri State University
Bachelor's Degree
Daniel Courtney's Skills
- Wealth Management
- Investment Management
- Alternative Investments
- Real Estate
- New Business Development
- Relationship Management
- Financial Services
- Asset Management
- Start-ups
- Software Asset Management
Daniel Courtney's Summary
Daniel Courtney, based in Denver, CO, US, is currently a Partner, Wealth Management Group at RubinBrown LLP, bringing experience from previous roles at Basis Financial Planning, Advisors Asset Management, Inc., Consultant / Business Owner and AssetMark. Daniel Courtney holds a 2008 - 2008 Certificate, Investment Management @ The Wharton School. With a robust skill set that includes Wealth Management, Investment Management, Alternative Investments, Real Estate, New Business Development and more, Daniel Courtney contributes valuable insights to the industry. Daniel Courtney has 4 emails and 1 mobile phone number on RocketReach.
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