Daniel Diaz's Location
California, United States
Daniel Diaz's Work
- Wealth Manager @ Arete Wealth
- Advisory Board Member | Heider College of Business @ Creighton University
- Enlace Student Mentor @ San José - Evergreen Community College District
- Investment Team Lead @ C Solutions
- Financial Analyst, Midwest Region @ Goldman Sachs Ayco Personal Financial Management
- Mortgage Banking Credit Underwriting Program @ JPMorgan Chase & Co.
- Tax Preparer || Financial Reporting Consultant @ Independence Tax Service LLC
- Finance Intern @ National Indemnity Company
- Assistant to VP of Finance @ Creighton University
Daniel Diaz's Education
- Creighton University
Bachlors of Science in Business Administration (Finance/Analysis Track; Accounting)
- Jesuit High School
Daniel Diaz's Skills
- Finance
- Microsoft Excel
- Microsoft Word
- JMP Statistics Program
- Bloomberg Terminal
- Accounting
- Public Speaking
- Microsoft Office
- Customer Service
- PowerPoint
Daniel Diaz's Summary
Daniel Diaz, based in California, United States, is currently a Wealth Manager at Arete Wealth, bringing 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. With a robust skill set that includes Finance, Microsoft Excel, Microsoft Word, JMP Statistics Program, Bloomberg Terminal and more, Daniel Diaz contributes valuable insights to the industry. Daniel Diaz has 3 emails and 1 mobile phone number on RocketReach.
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