Daniel Henry Email & Phone Number
Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus @ RBC Wealth Management
5 free lookup(s).
Daniel Henry Location
- Newport Beach, CA, US
Daniel Henry Work
- 2009 -now Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus @
- 2005 -2009 Senior Vice President @
- 1981 -1988 Territory Manager @
Daniel Henry Education
- Butler University
Bachelor of Business Administration (BBA)
1977-1980
Daniel Henry Skills
- Microsoft Office
- Sales Management
- Portfolio Management
- Finance
- Asset Allocation
- Alternative Investments
- Financial Planning
- Retirement
- Securities
Daniel Henry Summary
- Daniel Henry, based in Newport Beach, CA, US, is currently a Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus at RBC Wealth Management. Daniel Henry brings experience from previous roles at Morgan Stanley and Milliken & Company. Daniel Henry holds a 1977 - 1980 Bachelor of Business Administration (BBA) @ Butler University. With a robust skill set that includes Microsoft Office, Sales Management, Portfolio Management, Finance, Asset Allocation and more. Daniel Henry has 2 emails and 1 mobile phone numbers on RocketReach.
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