Daniel Feldstein Email & Phone Number
Senior Vice President- Investments
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Daniel Feldstein Location
- Barrington, IL, US
Daniel Feldstein Work
- Vice President, Senior Financial Advisor @ BMO Harris Financial Advisors (February 2005 - Present)
- Senior Vice President- Investments @ BMO Invesment Services (February 2005 - Present)
- Senior Financial Advisor @ BMO Harris Financial Advisors (January 2005 - Present)
- Vice President - Senior Financial Advisor @ BMO Investment Services (March 2021 - November 2024)
- Financial Consultant @ (December 2000 - February 2005)
Daniel Feldstein Education
- Arizona State University
Bachelor of Science (B.S.) (Marketing)
1991-1995
Daniel Feldstein Skills
- Portfolio Management
- Wealth Management
- Investments
- Retirement Planning
- Financial Planning
- Investment Advisory
- Mutual Funds
Daniel Feldstein Summary
- Daniel Feldstein, based in Barrington, IL, US, is currently a Senior Vice President- Investments at BMO Invesment Services. Daniel Feldstein brings experience from previous roles at BMO Harris Financial Advisors, BMO Investment Services and Smith Barney Brokerage Firm. Daniel Feldstein holds a 1991 - 1995 Bachelor of Science (B.S.) in Marketing @ Arizona State University. With a robust skill set that includes Portfolio Management, Wealth Management, Investments, Retirement Planning, Financial Planning and more. Daniel Feldstein has 1 emails on RocketReach.
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