Daniel Goldman's Location

Seattle, WA, US

Daniel Goldman's Work

Daniel Goldman's Education

  • The University of Chicago Booth School of Business

    Masters of Business Administration (Finance and Accounting)

  • Wesleyan University

    Bachelor of the Arts

Daniel Goldman's Skills

  • Portfolio Management
  • Asset Allocation
  • Client Development
  • Private Clients
  • Chartered Financial Analyst
  • Investments
  • Investment Management
  • Trading
  • Mutual Funds
  • Asset Management

Daniel Goldman's Summary

Daniel Goldman, based in Seattle, WA, US, is currently a Portfolio Manager (Primary Point of Client Contact) at Olson Investment Advisors, LLC, bringing experience from previous roles at Olson Investment Advisors, LLC, Microsoft, Dominion National, LLC and Raymond James & Associates, Inc. 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 contributes valuable insights to the industry. Daniel Goldman has 1 email on RocketReach.

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