Daniel Lauraine Email & Phone Number
Managing Partner @ BridgePoint Tax Consulting LLC
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Daniel Lauraine Location
- Grand Rapids, MI, US
Daniel Lauraine Work
- 2026 -now Financial Advisor @
- 2024 -now Managing Partner @
- 2020 -now Co-Owner, Vice-President of Baseball Operations, Treasurer, Coach @
- 2024 -2026 Financial Advisor @
- 2019 -2024 VP - Branch Manager @
- 2003 -2019 Tax Preparer @ Self-employed
- 2013 -2019 Financial Advisor @
- 2013 -2018 Branch Manager @
- 2008 -2013 Investment Sales Coordinator, Vice-President @ The Huntington Investment Company
- 2003 -2008 Branch Manager, Vice-President @
- 1997 -2003 Financial Advisor @ Ameriprise Financial (American Express Financial Advisors, Inc)
Daniel Lauraine Education
- Davenport University
Master's degree (Finance)
2012-2025 - Michigan Technological University
Associate of Applied Science (Electrical Engineering Technologies & Electromechanical Engineering Technologies)
- Davenport University
Bachelor of Science (Applied Business)
Daniel Lauraine Skills
- Tax Preparation
- Financial Planning
- Personal Tax Planning
- Protection Planning
- Business Analytics
- Thought Leadership
- Critical Thinking
- Analytics
- Product Management
- Personal Banking
- Cross-functional Team Leadership
- Change Management
- Marketing Strategy
- Sales Target Management
- Business Insights
- Campaigns
- Product Knowledge
- Lead Qualification
- Presentations
- Lead Generation
- Business Planning
- Insurance
- Written Communication
- Small Business
- Trading
- Succession Planning
- Customer Satisfaction
- Analytical Skills
- Direct Sales
- Business Development
- Customer Relationship Management (CRM)
- Sales Processes
- Sales Management
- Communication
- Client Relations
- Leadership
- Investments
- Training & Development
- Microsoft Office
- Wealth Management
- Public Speaking
- Team Building
- Time Management
- Recruiting
- Social Media
- Coaching
- Asset Allocation
- Banking and Credit Management
- Strategy
- Small Business Retirement Plans
- Titling and Beneficiary Designations
- College Planning
- 401K Rollovers
- Client Service
- Strategic Planning
- Event Planning
- Networking
- Retirement Planning
- CRPC
- Retail Banking
- Training and Development
- Mutual Funds
- Marketing
Daniel Lauraine Summary
- Daniel Lauraine, based in Grand Rapids, MI, US, is currently a Managing Partner at BridgePoint Tax Consulting LLC. Daniel Lauraine brings experience from previous roles at BridgePoint Wealth Management, Westside Rattlers Baseball Association, Drake & Associates, LLC and Charles Schwab. Daniel Lauraine holds a 2012 - 2025 Master's degree in Finance @ Davenport University. With a robust skill set that includes Tax Preparation, Financial Planning, Personal Tax Planning, Protection Planning, Business Analytics and more. Daniel Lauraine has 4 emails and 2 mobile phone numbers on RocketReach.
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