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
- 2024 -now Senior Wealth Manager @
- 2018 -2024 Co-Founder and Advisor @
- 2018 -2021 Lecturer - Student Managed Investment Fund Class @
- 2017 -2018 Associate Director - Institutional, Investment Strategist @
- 2016 -2017 Investment Strategist, Senior Fixed Income Analyst @
- 2013 -2016 Fixed Income Analyst @
- 2011 -2013 Associate @
- 2010 -2010 Finance Summer Intern @ AT&T Pension Fund
- 2005 -2009 Investment Associate and Research Assistant @
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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Top Voisard Asset Management Group Employees
Daniel Haines
Senior Wealth Manager
Kalamazoo, MI, US
Jordan Buffum
Partner, Wealth Manager
Grand Rapids, MI, US
Beth Parks
Chief Compliance Officer and Operations Manager
Grand Rapids, MI, US
Douglas Voisard
President
Grand Rapids, MI, US
Brandon Bauer
Partner
Grand Rapids, MI, US
Jordan Katje
Wealth Manager
Grand Rapids, MI, US
Janet Nava
Client Services Specialist
Grand Rapids, MI, US
Courtney Hall
Customer Service Specialist
Grand Rapids, MI, US
Michael MacGillivray
Financial Planning Associate
Grand Rapids, MI, US
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