Daniel Goldman Email & Phone Number
Sr, Vice President, Wealth Management @ Raymond James & Associates, Inc.
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Daniel Goldman Location
- Seattle, WA, US
Daniel Goldman Work
- 2025 -now Sr, Vice President, Wealth Management @
- 2016 -2025 Portfolio Manager (Primary Point of Client Contact) @
- 2006 -2016 Portfolio Manager @
- 2006 -2006 Senior Financial Analyst @
- 2003 -2005 Fixed Income Trader @
- 2002 -2003 Financial Advisor @
- 2002 -2002 Special Projects and Internship @
Daniel Goldman Education
- The University of Chicago Booth School of Business
- Wesleyan University
Daniel Goldman Skills
- Portfolio Management
- Asset Allocation
- Client Development
- Private Clients
- Chartered Financial Analyst
- Investments
- Investment Management
- Trading
- Mutual Funds
- Asset Management
- Financial Services
- Trust Management
- Series 7
- Fixed Income
- Equities
- Financial Analysis
- Microsoft Office
- Microsoft Excel
Daniel Goldman Summary
- Daniel Goldman, based in Seattle, WA, US, is currently a Sr, Vice President, Wealth Management at Raymond James & Associates, Inc.. Daniel Goldman brings experience from previous roles at Olson Investment Advisors, LLC, Microsoft and Dominion National, LLC. Daniel Goldman holds a The University of Chicago Booth School of Business. With a robust skill set that includes Portfolio Management, Asset Allocation, Client Development, Private Clients, Chartered Financial Analyst and more. Daniel Goldman has 2 emails and 2 mobile phone numbers on RocketReach.
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