Daniel Goldman Email & Phone Number
Sr, Vice President, Wealth Management @ Raymond James & Associates, Inc.
Daniel Goldman Location
Seattle, WA, US
Daniel Goldman Work
- 2025 - now Sr, Vice President, Wealth Management @ Raymond James & Associates, Inc.
- 2016 - 2025 Portfolio Manager (Primary Point of Client Contact) @ Olson Investment Advisors, LLC
- 2006 - 2016 Portfolio Manager @ Olson Investment Advisors, LLC
- 2006 - 2006 Senior Financial Analyst @ Microsoft
- 2003 - 2005 Fixed Income Trader @ Dominion National
- 2002 - 2003 Financial Advisor @ Raymond James
- 2002 - 2002 Special Projects and Internship @ Raymond James
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
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 1 mobile phone numbers on RocketReach.
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Top Raymond James & Associates, Inc. Employees
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Thomas Walrond
President at Raymond James & Associates, Inc.
Florida, United States14 -
Mike Drendel
Managing Director at Raymond James & Associates, Inc.
Charlotte, NC, US32 -
Steven Berger
Managing Director at Raymond James & Associates, Inc.
New York, NY, US35+ -
Michael Bill
Managing Director at Raymond James & Associates, Inc.
Los Angeles, CA, US25+ -
Matthew Pangia
Managing Director at Raymond James & Associates, Inc.
New York, NY, US35+ -
John Veith
Managing Director at Raymond James & Associates, Inc.
Nashville, TN, US25 -
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