Daniel Koppel Email & Phone Number
Advisor @ Milestone Financial Planning, LLC
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Daniel Koppel Location
- Bedford, NH, US
Daniel Koppel Work
- 2024 -now Advisor @
- 2017 -2024 Managing Director @ Noble Financial Group, LLC
- 2017 -2019 Instructor – Classroom Financial Planning Certificate Program @
- 2017 -2017 Editor – Online Financial Planning Certificate Program @
- 2014 -2017 Financial Planning Specialist @
- 2011 -2014 Case Design Manager @
- 2009 -2011 Financial Advisor @
- 2008 -2009 Financial Planner @
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
- 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 Planners and more. Daniel Koppel has 1 emails on RocketReach.
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Top Milestone Financial Planning, LLC Employees
Daniel Koppel
Advisor
Bedford, NH, 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
Kathryn Wiggins
Financial Planning Associate
Hudson, NH, US
Cory Sarkisian
Financial Planning Associate
Manchester, NH, US
Cameron Barker
Planning Associate
Dover, NH, US
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