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Daniel Krall Location
Boston, MA, US
Daniel Krall Work
2025 -now Financial Advisor and Associate Director of Investments @
2022 -2025 Financial Advisor @
2019 -2022 Associate @
2018 -2019 Portfolio Analyst @
2017 -2018 Risk Advisory Services Associate @ RSM US LLP
2016 -2016 Private Banking and Investment Intern @
2015 -2015 Assistant to Managing Director @
2015 -2015 Marketing Intern @
Daniel Krall Education
Boston College - Wallace E. Carroll Graduate School of Management
Finance (Economics)
2013-2017
St. John's Prep 2009-2013
Daniel Krall Skills
Financial Planning
Wealth Management
Bilingual Communications
Spanish
English
Microeconomics
Macroeconomics
PowerPoint
Leadership
Team Leadership
Social Media
Social Networking
Finance
Business Analytics
Economics
Microsoft Excel
Daniel Krall Summary
Daniel Krall, based in Boston, MA, US, is currently a Financial Advisor and Associate Director of Investments at Oppenheimer & Co. Inc.. Daniel Krall brings experience from previous roles at Commonwealth Financial Group, Acadian Asset Management, BNY Mellon and RSM US LLP. Daniel Krall holds a 2013 - 2017 Finance in Economics @ Boston College - Wallace E. Carroll Graduate School of Management. With a robust skill set that includes Financial Planning, Wealth Management, Bilingual Communications, Spanish, English and more. Daniel Krall has 3 emails and 1 mobile phone numbers on RocketReach.
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