Daniel Lovato Email & Phone Number
Vice President, Client Services
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Daniel Lovato Location
- Portland, OR, US
Daniel Lovato Work
- 2014 -now Vice President, Client Services @ Fisher Investments
- 2013 -2014 Investment Counselor Group Manager @ Fisher Investments
- 2011 -2013 Investment Counselor @ Fisher Investments
- 2006 -2011 Account Executive Team Leader @ Fisher Investments
- 2003 -2006 Branch Manager @ Wells Fargo
Daniel Lovato Education
- UNLV
Bachelor's degree (Accounting and Finance)
Daniel Lovato Skills
- Client Services
- Wealth Management
- Investments
- Investment Advisory
- Gestione degli asset
Daniel Lovato Summary
- Daniel Lovato, based in Portland, OR, US, is currently a Vice President, Client Services at Fisher Investments. Daniel Lovato brings experience from previous roles at Fisher Investments and Wells Fargo. Daniel Lovato holds a Bachelor's degree in Accounting and Finance @ UNLV. With a robust skill set that includes Client Services, Wealth Management, Investments, Investment Advisory, Gestione degli asset and more. Daniel Lovato has 1 emails and 1 mobile phone numbers on RocketReach.
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