Daniel Lindquist Email & Phone Number
Wealth Advisor @ Independent Wealth Management -
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Daniel Lindquist Location
- New York, NY, US
Daniel Lindquist Work
- Wealth Advisor @ (March 2023 - Present)
- Associate Wealth Advisor @ (August 2020 - March 2023)
- Paraplanning Professional @ (March 2019 - August 2020)
- Associate Analyst @ (June 2016 - March 2019)
- Summer Intern @ (May 2015 - May 2016)
- Co Director @ (September 2015 - May 2016)
- Admissions CREW @ (August 2014 - May 2016)
- Intern @ (June 2014 - August 2014)
- Kanakuk Staff @ Kids Across America/Kanakuk Kamps (July 2012 - August 2012)
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 - and First Trust. 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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