Daniel Johnson Email & Phone Number
Vice President and Wealth Consultant @ The Wealth Conservatory
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Daniel Johnson Location
- Winston-Salem, NC, US
Daniel Johnson Work
- 2024 -now Vice President and Wealth Consultant @
- 2007 -now Owner | Investor @ Real Estate Investor
- 2021 -2024 Lead Financial Planner and Founder @
- 2017 -2021 Senior Financial Advisor @ Parsec Financial
- 2013 -2016 Financial Advisor @ Parsec Financial
- 2012 -2013 Tax Preparation Services Specialist @
- 2010 -2012 Senior Financial Services Officer @
- 2008 -2010 Financial Services Officer @
- 2006 -2008 Assistant Technical Director @
Daniel Johnson Education
- East Carolina University
MBA (Finance)
2008-2012 - University of North Carolina Asheville
BS Accounting (Accounting)
2006-2008 - Campbell University
(Business Administration)
2003-2006
Daniel Johnson Skills
- Estate Planning
- CPA
- Income Tax
- Accounting
- Sound
- Ease
- C
- Member of a Team
- Crd
- Trust
- Tax
- Investments
- Trade Unions
- Fiscal Policy
- Mortgage Lending
- Guidelines
- Finance
- Series 6
- Financial Services
- Video
- Fiduciary Management
- Business Administration
- Campbell
- Lighting
- Limits
- Microsoft Excel
- Credit
- Training
- Individual Returns
- Certified Financial Planner
- Investment Advisory Services
- Project Planning
- Tax Preparation
- Conferences
- Sit
- Insurance Planning
- Science
- Reporting
- Loans
- Board of Directors
- Employee Benefits
- Securities
- Country
- Major Areas
Daniel Johnson Summary
- Daniel Johnson, based in Winston-Salem, NC, US, is currently a Vice President and Wealth Consultant at The Wealth Conservatory. Daniel Johnson brings experience from previous roles at Real Estate Investor, Refocus Financial and Parsec Financial. Daniel Johnson holds a 2008 - 2012 MBA in Finance @ East Carolina University. With a robust skill set that includes Estate Planning, CPA, Income Tax, Accounting, Sound and more. Daniel Johnson has 2 emails and 1 mobile phone numbers on RocketReach.
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