Daniel McShea Email & Phone Number
Vice President | Financial Advisor @ Cabot Lodge Securities
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Daniel McShea Location
- Woodstock, GA, US
Daniel McShea Work
- Vice President | Financial Advisor @ (August 2019 - Present)
- Vice President @ (June 2012 - January 2016)
- Vice President @ Capital Guardian LLC (March 2011 - June 2012)
- Vice President @ (September 2009 - March 2011)
- Vice President @ (June 1990 - September 2009)
Daniel McShea Education
- Niagara University
Bachelor of Science (BS) Commerce (Business Administration and Management, General)
1966-1970 - Utica free Academy--High School
Daniel McShea Skills
- Wealth Management
- Series 63
- Mutual Funds
- Securities
- Asset Allocation
- Retirement Planning
- Portfolio Management
- 401k
- Equities
- Investment Advisory
- Investments
- Asset Management
- Insurance
- Financial Analysis
- Credit
- Banking
- Public Speaking
- Strategic Planning
- Finance
- Leadership
- Business Development
- Training
Daniel McShea Summary
- Daniel McShea, based in Woodstock, GA, US, is currently a Vice President | Financial Advisor at Cabot Lodge Securities. Daniel McShea brings experience from previous roles at Westport Resources Investment Services, Capital Guardian LLC, Wells Fargo Advisors and A.G. Edwards. Daniel McShea holds a 1966 - 1970 Bachelor of Science (BS) Commerce in Business Administration and Management, General @ Niagara University. With a robust skill set that includes Wealth Management, Series 63, Mutual Funds, Securities, Asset Allocation and more. Daniel McShea has 9 emails and 6 mobile phone numbers on RocketReach.
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