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
- Sr, Vice President, Wealth Management @ (March 2025 - Present)
- Portfolio Manager (Primary Point of Client Contact) @ (February 2016 - March 2025)
- Portfolio Manager @ (December 2006 - February 2016)
- Senior Financial Analyst @ (January 2006 - November 2006)
- Fixed Income Trader @ (October 2003 - December 2005)
- Financial Advisor @ (August 2002 - October 2003)
- Special Projects and Internship @ (March 2002 - May 2002)
Daniel Goldman Education
- The University of Chicago Booth School of Business
Masters of Business Administration (Finance and Accounting)
- Wesleyan University
Bachelor of the Arts
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 Masters of Business Administration in Finance and Accounting @ 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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