Daniel Divizio Email & Phone Number
Financial Planning Director, Wealth Management @ Signet Financial Management
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Daniel Divizio Location
- Parsippany-Troy Hills, NJ, US
Daniel Divizio Work
- 2022 - now Financial Planning Director, Wealth Management @
- 2015 - 2022 Client Relationship Manager @
- 2015 - 2017 Client Relationship Manager @ Krasney Financial LLC
- 2015 - 2015 Support Advisor @ Krasney Financial LLC
- 2013 - 2015 Business Line Analyst @
- 2006 - 2013 Staff Accountant @
- 2004 - 2006 Assistant Branch Manager @
- 2000 - 2004 Bank Teller @
Daniel Divizio Education
- William Paterson University of New Jersey
BS (Dual major: Financial Planning, Finance)
- Bergen Community College
Associate in Applied Science (Banking & Finance)
Daniel Divizio Skills
- RIAs
- Accounting
- Data Analysis
- Financial Advisory
- Customer Relationship Management (CRM)
- Retirement Planning
- Analytical Skills
- Certified Financial Planner
- Financial Planning
- Wealth Management
- Portfolio Management
- Commercial Banking
- Branch Banking
- Banking
- Retail Banking
- Budgets
- Finance
- Financial Analysis
- Cash Management
- Treasury Management
- Internet Banking
- Operational Risk
- Credit Risk
- Trade Finance
- Financial Risk
- Cash Flow
- Cash Flow Forecasting
- Bank Reconciliation
- Funding
- Financial Statements
- Operational Risk Management
- Account Reconciliation
- Investments
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- PowerPoint
- Customer Service
- Financial Statement Analysis
- Financial Transactions
- Liquidity Management
- Financial Institutions
- Bank Secrecy Act
- Banking Relationships
- Balance Sheet
- Branch Management
- Remittances
- Lines Of Credit
- Treasury Services
- Deposits
- Credit
- Teller Operations
- ACH
- Has Errors
- Great
- Treasury
- Credit Analysis
- Small Business Lending
- Commercial Lending
- Remote Deposit Capture
Daniel Divizio Summary
- Daniel Divizio, based in Parsippany-Troy Hills, NJ, US, is currently a Financial Planning Director, Wealth Management at Signet Financial Management. Daniel Divizio brings experience from previous roles at Signet Financial Management, Krasney Financial LLC and NVE Bank. Daniel Divizio holds a BS in Dual major: Financial Planning, Finance @ William Paterson University of New Jersey. With a robust skill set that includes RIAs, Accounting, Data Analysis, Financial Advisory, Customer Relationship Management (CRM) and more. Daniel Divizio has 2 emails and 1 mobile phone numbers on RocketReach.
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Others Named Daniel Divizio
Daniel Divizio
Financial Planning Director, Wealth Management
Parsippany-Troy Hills, NJ, US
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