Daniel Koppel Email & Phone Number
Advisor @ Milestone Financial Planning, LLC
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Daniel Koppel Location
- Bedford, NH, US
Daniel Koppel Work
- Advisor @ (February 2024 - Present)
- Managing Director @ Noble Financial Group, LLC (June 2017 - January 2024)
- Instructor – Classroom Financial Planning Certificate Program @ (September 2017 - December 2019)
- Editor – Online Financial Planning Certificate Program @ (February 2017 - August 2017)
- Financial Planning Specialist @ (August 2014 - May 2017)
- Case Design Manager @ (March 2011 - July 2014)
- Financial Advisor @ (June 2009 - February 2011)
- Financial Planner @ (February 2008 - May 2009)
Daniel Koppel Education
- The American College of Financial Services
Master of Science - MS
2013-2015 - Boston University
Certificate
2007-2008 - Middlebury College
Bachelor of Arts - BA
1999-2004
Daniel Koppel Skills
- Active Listening
- Analytical Skills
- Classroom Instruction
- Client Presentation
- Financial Planning
- Practice Management
- Research Skills
- Team Leadership
- Writing
- Planners
Daniel Koppel Summary
- Daniel Koppel, based in Bedford, NH, US, is currently a Advisor at Milestone Financial Planning, LLC. Daniel Koppel brings experience from previous roles at Noble Financial Group, LLC, Boston University and Baystate Financial. Daniel Koppel holds a 2013 - 2015 Master of Science - MS @ The American College of Financial Services. With a robust skill set that includes Active Listening, Analytical Skills, Classroom Instruction, Client Presentation, Financial Planning and more. Daniel Koppel has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Milestone Financial Planning, LLC Employees
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Advisor
Bedford, NH, US
Steve Jacobsmeier
Financial Advisor
Westford, MA, US
Georgie Sawyer
Human Resources Associate
Lee, NH, US
Jennifer Climo
CEO and Senior Advisor
Bedford, NH, US
Erin Matyczynski
Project Leader
Manchester, NH, US
Ethan Koroski
Marketing Associate
Exeter, NH, US
Kathryn Wiggins
Financial Planning Associate
Hudson, NH, US
Cory Sarkisian
Financial Planning Associate
Manchester, NH, US
Cameron Barker
Planning Associate
Dover, NH, US
Garrett Lambert
Operations Associate
Boston, MA, US
Kyle Labelle
Owner
Marlborough, MA, US
Jessica Czarnionka
Operations Manager
Manchester, NH, US
Evan Marquis
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