Daniel Mcmahon's Location
Carlsbad, CA, US
Daniel Mcmahon's Work
- COO and Relationship Manager @ Terramar Wealth
- Investment Advisor Representative @ Osaic
- Investment Advisor Representative @ SagePoint Financial
- Financial Consultant @ AXA Advisors, LLC
- Lead Bartender @ Islands Restaurants
Daniel Mcmahon's Education
- University of California, San Diego
Bachelor of Science (BS) (Management Science)
2009 - 2011
Daniel Mcmahon's Skills
- Wealth Management
- Estate Planning
- Financial Advisory
- Wealth Management Services
- Budgeting
- Investment Strategies
- Investments
- Finance
- 401k Retirement Savings Plans
- Customer Service
Daniel Mcmahon's Summary
Daniel McMahon, based in Carlsbad, CA, US, is currently a COO and Relationship Manager at Terramar Wealth, bringing experience from previous roles at Osaic, SagePoint Financial, AXA Advisors, LLC and Islands Restaurants. Daniel McMahon holds a 2009 - 2011 Bachelor of Science (BS) in Management Science @ University of California, San Diego. With a robust skill set that includes Wealth Management, Estate Planning, Financial Advisory, Wealth Management Services, Budgeting and more, Daniel McMahon contributes valuable insights to the industry.
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