Daniel MacRi Email & Phone Number
CERTIFIED FINANCIAL PLANNER™ Professional
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Daniel MacRi Location
- New York, United States
Daniel MacRi Work
- 2012 -now CERTIFIED FINANCIAL PLANNER™ Professional @ Meridian Global Advisors
- 2004 -now ADJUNCT PROFESSOR @
- 1990 -2012 President @ Total Estate Programs
Daniel MacRi Education
- MBA
Master (Business Administration; Finance)
2009-2012 - New York University
Certification (Financial Planning and Services)
1991-1993 - Saint John's University
Bachelor of Science Degree (Finance and Economics)
1984-1988
Daniel MacRi Skills
- Teaching
- Leadership
- Research
- Nonprofits
- Public Speaking
- Event Management
- Healthcare
- Higher Education
- Finance
- Strategic Planning
- Financial Analysis
- Financial Services
- Estate Planning
- PowerPoint
- Fixed Annuities
- Retirement Planning
- Wealth Management Services
- Event Planning
- Portfolio Management
- Data Analysis
- Fundraising
- Student Affairs
- Asset Allocation
- Life Insurance
- Nonprofit Organizations
- Business Planning
- Microsoft Office
- Marketing
- Asset Management
- Microsoft Excel
- Social Networking
- Customer Service
- Disability Insurance
- Management
- Analysis
- Business Continuity Planning
- Investment Management
Daniel MacRi Summary
- Daniel MacRi, based in New York, United States, is currently a CERTIFIED FINANCIAL PLANNER™ Professional at Meridian Global Advisors. Daniel MacRi brings experience from previous roles at Wagner College and Total Estate Programs. Daniel MacRi holds a 2009 - 2012 Master in Business Administration; Finance @ MBA. With a robust skill set that includes Teaching, Leadership, Research, Nonprofits, Public Speaking and more. Daniel MacRi has 1 emails and 1 mobile phone numbers on RocketReach.
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