Daniel McCaffrey Email & Phone Number
Portfolio Manager @ Financial Insights, Inc.
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Daniel McCaffrey Location
- Tacoma, WA, US
Daniel McCaffrey Work
- 2020 -now Portfolio Manager @
- 2025 -now Assistant Baseball Coach @
- 2015 -2020 Wealth Advisor @
- 2014 -2015 Director Of Client Services @
- 2013 -2014 Client Service Specialist @
- 2012 -2013 Intern @
- 2012 -2012 Community Outreach Intern @
- 2009 -2012 Radio Producer @
Daniel McCaffrey Education
- UW Professional & Continuing Education
Certificate
2021-2022 - Whitworth University
Bachelor of Arts (BA)
2008-2012 - Universiti Malaya
N/A
2011-2011
Daniel McCaffrey Skills
- Portfolio Management
- Python (Programming Language)
- Git
- Radio Broadcasting
- Investment Management
- Customer Relationship Management (CRM)
- Economics
- Fixed Income
- Trading
- Machine Learning
- Microsoft Office
- Microsoft Excel
- Microsoft CRM
- Trading Systems
- SQL
- Pandas (Software)
- Teamwork
- Fundamental Analysis
- Significant Overseas Experience
- Redtail Technologies
- NumPy
- Solidity
- Writing
- Flexible
- Customer Relationship Management Crm
- Logic
- Market
- Member Of A Team
- Data Entry
- Net
- Cost
- Students
- Current Affairs
- Market Research
- Baseball
- Finance
- Tight Deadlines
- Honor
- Client Accounts
- Morningstar Office
- SEP IRA
- DISC
- Internal And External
- Legal
- Monte Carlo
- Management
- Design
- Delta
- Calls
- Open Minded
- CRM
- Pro Tools
- Death
- Resource Allocation
- Wage
- Accounting
- Bonds
- Brand Development
- Factor
- Web Content
- Financials
- Linear
- Brochures
- Income Distribution
- Reports
- Strategy
- Balance Sheet
- Supervision
- Mass
- Export
- Economic Development
- Training
- Community Outreach
- Policy
- Ext
- Customer Service
- Radio
- Securities License
- Research
- Reporting
- Analysis
- Magnitude
- Vertical Response
- Letters
- Vantage
- Social Media
- Vehicles
- Economy
- Perspective
- Coordination
- Debt
- Event Planning
- Applications
- Business Expansion
- Managerial Finance
- Tough
- Universities
- Client Services
- Communication
- Management Accounting
- Investment Portfolio
- Music
- Operations
- Audio Editing
- Case Studies
- Marketing
- Intranet Quorum
- Critical Thinking
- Entertainment
- High Energy
- Business Intelligence
- Project Planning
- Philosophy
- Project
- Newsletters
- Software Lifecycle
- Small Business
- House
- Database Design
- Thinking
- Written Communication
- Pricing
- Websites
- Responsibility
- Internal Audit
- Trade Missions
- Art
- Trafficking
- Simulation Modeling
- Tax Planning
- History
- Malaysia
- Client Meetings
- Political Science
- Investments
- Business Insights
- Materials
- Software
- Morningstar
- Equities
- Mutual Funds
- Boundaries
- Aptitude
- Organizational Behavior
- Radiator
- WordPress
- Theory
- Weaknesses
- Financial Analysis
- Decision Making
- Business Strategy
- Controlling
- Social Problems
- Risk
- Problem Solving
- Conceptual Modeling
- Meetings
- Series 65
- Consumer
- International Finance
- Customer Relationship Management
Daniel McCaffrey Summary
- Daniel McCaffrey, based in Tacoma, WA, US, is currently a Portfolio Manager at Financial Insights, Inc.. Daniel McCaffrey brings experience from previous roles at Henry Foss High School and Financial Insights. Daniel McCaffrey holds a 2021 - 2022 Certificate @ UW Professional & Continuing Education. With a robust skill set that includes Portfolio Management, Python (Programming Language), Git, Radio Broadcasting, Investment Management and more. Daniel McCaffrey has 3 emails and 2 mobile phone numbers on RocketReach.
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