Daniel Lovato Email & Phone Number
Vice President, Client Services
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Daniel Lovato Location
- Portland, OR, US
Daniel Lovato Work
- Vice President, Client Services @ Fisher Investments (February 2014 - Present)
- Vice President, Client Services @ Fisher Investments (February 2014 - Present)
- Investment Counselor Group Manager @ Fisher Investments (March 2013 - February 2014)
- Investment Counselor @ Fisher Investments (September 2011 - March 2013)
- Account Executive Team Leader @ Fisher Investments (April 2006 - September 2011)
- Branch Manager @ Wells Fargo (January 2003 - April 2006)
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. 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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