Daniel McCusker Email & Phone Number
Director @ Meridian Wealth Partners
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Daniel McCusker Location
- Plymouth Meeting, PA, US
Daniel McCusker Work
- 2017 -now Director @
- 2014 -2017 Senior Wealth Advisor @ HJ Wealth Management, LLC
- 2012 -2014 Manager - Financial Services @ Elko Financial Advisors, LLC
- 2000 -2012 Manager - Financial Services @ EBA Consulting, LLC
Daniel McCusker Education
- Saint Joseph's University - Erivan K. Haub School of Business
MBA (MBA)
2002-2005 - Drexel University's LeBow College of Business
Business Administration (Accounting)
1996-2000 - Saint Joseph's Preparatory School 1992-1996
Daniel McCusker Skills
- Mutual Funds
- Retirement Planning
- 401k
- Series 63
- Series 7
- Retirement
- Wealth Management
- Strategic Financial Planning
- Investments
- Fixed Annuities
- Investment Advisory
- Asset Managment
- Portfolio Management
- Estate Planning
- Variable Annuities
- Leadership
- Business Analysis
- Strategic Planning
- MBA
- Microsoft Excel
- Financial Reporting
- Marketing
- Finance
Daniel McCusker Summary
- Daniel McCusker, based in Plymouth Meeting, PA, US, is currently a Director at Meridian Wealth Partners. Daniel McCusker brings experience from previous roles at HJ Wealth Management, LLC, Elko Financial Advisors, LLC and EBA Consulting, LLC. Daniel McCusker holds a 2002 - 2005 MBA in MBA @ Saint Joseph's University - Erivan K. Haub School of Business. With a robust skill set that includes Mutual Funds, Retirement Planning, 401k, Series 63, Series 7 and more. Daniel McCusker has 2 emails and 1 mobile phone numbers on RocketReach.
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