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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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