Daniel Fargo's Location
Stockton, CA, US
Daniel Fargo's Work
- Retired @ Bank of Stockton
- Executive Trust Officer, Chief Investment Officer @ Bank of Stockton Wealth Management
- Fund Manager @ BMO Harris Bank (fka. M&I Trust & Investment Management)
- Portfolio Manager @ BMO Harris Bank (fka. M&I Trust & Investment Management)
Daniel Fargo's Education
- University of San Francisco
Master of Arts (MA) (Financial Analysis)
- University of Wisconsin-Milwaukee
Bachelor of Arts (BA) (Economics)
Daniel Fargo's Skills
- Portfolio Management
- Investment Management
- Investments
- Finance
- Mutual Funds
- Wealth Management
- Financial Analysis
- Equities
- Asset Allocation
- Fixed Income
Daniel Fargo's Summary
Daniel Fargo, based in Stockton, CA, US, is currently a Retired at Bank of Stockton, bringing experience from previous roles at Bank of Stockton Wealth Management and BMO Harris Bank (fka. M&I Trust & Investment Management). Daniel Fargo holds a Master of Arts (MA) in Financial Analysis @ University of San Francisco. With a robust skill set that includes Portfolio Management, Investment Management, Investments, Finance, Mutual Funds and more, Daniel Fargo contributes valuable insights to the industry. Daniel Fargo has 2 emails and 1 mobile phone number on RocketReach.
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