Daniel Lindquist Email & Phone Number
Wealth Advisor @ Independent Wealth Management -
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Daniel Lindquist Location
- New York, NY, US
Daniel Lindquist Work
- 2023 -now Wealth Advisor @
- 2020 -2023 Associate Wealth Advisor @
- 2019 -2020 Paraplanning Professional @
- 2016 -2019 Associate Analyst @
- 2015 -2016 Co Director @
- 2015 -2016 Summer Intern @
- 2014 -2016 Admissions CREW @
- 2014 -2014 Intern @
- 2012 -2012 Kanakuk Staff @ Kids Across America/Kanakuk Kamps
Daniel Lindquist Education
- Taylor University
Bachelor of Science (BS) (Finance and Accounting/Systems)
2012-2016
Daniel Lindquist Skills
- Financial Services
- Leadership
- Bloomberg
- Communication
- Sales
- Finance
- Public Speaking
- Microsoft Word
- Microsoft Office
- Event Planning
- Management
- Persuasive Speaker
- Notepad++
- Minitab
- C++
- Accounting
- Teachable
- PowerPoint
Daniel Lindquist Summary
- Daniel Lindquist, based in New York, NY, US, is currently a Wealth Advisor at Independent Wealth Management -. Daniel Lindquist brings experience from previous roles at Independent Wealth Management -, First Trust and Realife Ministries. Daniel Lindquist holds a 2012 - 2016 Bachelor of Science (BS) in Finance and Accounting/Systems @ Taylor University. With a robust skill set that includes Financial Services, Leadership, Bloomberg, Communication, Sales and more. Daniel Lindquist has 2 emails and 2 mobile phone numbers on RocketReach.
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