Daniel Haines Email & Phone Number
Senior Wealth Manager @ Voisard Asset Management Group
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Daniel Haines Location
- Kalamazoo, MI, US
Daniel Haines Work
- Senior Wealth Manager @ (July 2024 - Present)
- Co-Founder and Advisor @ (August 2018 - September 2024)
- Lecturer - Student Managed Investment Fund Class @ (January 2018 - January 2021)
- Associate Director - Institutional, Investment Strategist @ (October 2017 - August 2018)
- Investment Strategist, Senior Fixed Income Analyst @ (July 2016 - September 2017)
- Fixed Income Analyst @ (November 2013 - June 2016)
- Associate @ (January 2011 - January 2013)
- Finance Summer Intern @ AT&T Pension Fund (January 2010 - January 2010)
- Investment Associate and Research Assistant @ (January 2005 - January 2009)
Daniel Haines Education
- University of Notre Dame - Mendoza College of Business
MBA (Finance)
2009-2011 - Calvin University
B.A. (Economics)
2002-2006
Daniel Haines Skills
- Financial Modeling
- Valuation
- Fixed Income
- Credit Analysis
- High Yield
- Forecasting
- Finance
- Credit
- Analysis
- Bonds
- Asset Allocation
Daniel Haines Summary
- Daniel Haines, based in Kalamazoo, MI, US, is currently a Senior Wealth Manager at Voisard Asset Management Group. Daniel Haines brings experience from previous roles at SummitView Advisors, Western Michigan University, Zhang Financial and Greenleaf Trust. Daniel Haines holds a 2009 - 2011 MBA in Finance @ University of Notre Dame - Mendoza College of Business. With a robust skill set that includes Financial Modeling, Valuation, Fixed Income, Credit Analysis, High Yield and more. Daniel Haines has 2 emails and 1 mobile phone numbers on RocketReach.
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