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Daniel Gross Location
United States
Daniel Gross Work
2013 -now Vice President, Managing Director @
2010 -2013 Investment Analyst @
2009 -2010 Pension Specialist @
2007 -2008 Investment Analyst @
Daniel Gross Education
Bryant University
BS/BA (Finance/Economics)
2004-2008
Daniel Gross Skills
Series 7
Series 63
Asset Allocation
Mutual Funds
Investments
Bloomberg
401k
Morningstar
Portfolio Management
Marketing
Customer Service
Financial Services
Leadership
Team Building
Accounting
Automobile Liability
Insurance
Account Management
Sales
Directors and Officers Liability Insurance
Umbrella Insurance
Life Insurance
High Net Worth Insurance
Real Estate
Property
Liability
Small Business
Management
General Insurance
Term Life Insurance
Luxury Homes
Homeowners
Employee Benefits
Whole Life
Daniel Gross Summary
Daniel Gross, based in United States, is currently a Vice President, Managing Director at Fidelity Investments. Daniel Gross brings experience from previous roles at Fidelity Investments. Daniel Gross holds a 2004 - 2008 BS/BA in Finance/Economics @ Bryant University. With a robust skill set that includes Series 7, Series 63, Asset Allocation, Mutual Funds, Investments and more. Daniel Gross has 3 emails and 4 mobile phone numbers on RocketReach.
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