Daniel Feldstein Location
- Barrington, IL, US
Daniel Feldstein Work
- 2005 - now Vice President, Senior Financial Advisor @ BMO Harris Financial Advisors
- 2005 - now Senior Vice President- Investments @ BMO Invesment Services
- 2005 - now Senior Financial Advisor @ BMO Harris Financial Advisors
- 2021 - 2024 Vice President - Senior Financial Advisor @ BMO Investment Services
- 2000 - 2005 Financial Consultant @
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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