Daniel Diaz Location
- California, United States
Daniel Diaz Work
- 2019 - now Wealth Manager @
- 2020 - now Advisory Board Member | Heider College of Business @
- 2021 - now Enlace Student Mentor @
- 2018 - 2019 Investment Team Lead @ C Solutions
- 2017 - 2018 Financial Analyst, Midwest Region @
- 2015 - 2017 Mortgage Banking Credit Underwriting Program @
- 2014 - 2015 Tax Preparer || Financial Reporting Consultant @
- 2012 - 2014 Finance Intern @
- 2011 - 2012 Assistant to VP of Finance @
Daniel Diaz Education
- Creighton University
Bachlors of Science in Business Administration (Finance/Analysis Track; Accounting)
- Jesuit High School
Daniel Diaz Summary
- Daniel Diaz, based in California, United States, is currently a Wealth Manager at Arete Wealth. Daniel Diaz brings experience from previous roles at Creighton University, San José - Evergreen Community College District, C Solutions and Ayco, a Goldman Sachs Company. Daniel Diaz holds a Bachlors of Science in Business Administration in Finance/Analysis Track; Accounting @ Creighton University. Daniel Diaz has 6 emails and 7 mobile phone numbers on RocketReach.
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Top Arete Wealth Employees
Linda Gerstman
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Glencoe, IL, US
Steven Mogul
Sr Wealth Advisor
Northbrook, IL, US
Joshua Rogers
Executive Chairman of the Board
Chicago, IL, US
David Levine
Chief Operating Officer
Boca Raton, FL, US
Todd Doorenbos
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Iowa, United States
Ken Bonal
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Manorville, NY, US
David Hock
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Lake Oswego, OR, US
Daniel Diaz
Wealth Manager
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Adam Gonzalez
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Michelle Galeski
Registered Representative
Overland Park, KS, US
Heidi Flanagan
Senior Vice President, Operations
Chicago, IL, US
George Doyle
SVP
New York, NY, US
Cali Guido
Executive Personal Assistant
Chicago, IL, US
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