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Daniel Mesa Location
Miami, FL, US
Daniel Mesa Work
Co-Founder and Partner @ (August 2023 - Present)
Co-Founder and Partner @ (August 2023 - Present)
Financial Advisor @ (January 2019 - August 2023)
亚洲业务经理- Manager of International Development, Asia @ (January 2017 - January 2019)
Commercial and Residential Sales Associate @ (February 2016 - January 2017)
Recycled Commodities Sales and Marketing - Plastics @ AMI Trading (USA) Inc. (February 2015 - October 2015)
Client Relations and Employee Supervisor @ G&M General Service of USA, Inc. (July 2014 - February 2015)
Summer Analyst @ (July 2013 - August 2013)
Daniel Mesa Education
NYU School of Professional Studies
Certificate in Financial Planning
2022-2023
Hamilton College
BA (Chinese, Government)
2010-2014
Minzu University of China
Chinese Language and Literature
2013-2013
Daniel Mesa Skills
Commercial Real Estate
Cross-Border Financial Planning
DEFINED BENEFIT PENSIONS
Defined Benefit
Defined Contribution
Editing
Event Planning
Expatriate Management
Financial Advisory
Financial Planning
Financial Services
Fundraising
Holistic Financial Planning
International Business
International Sales
Investment Advisory
Investment Advisory Services
Investment Properties
Investment Strategies
Leadership
Management
Market Research
Microsoft Office
Microsoft Word
Mutual Funds
New Territory Development
Pension Schemes
Personal Pensions
Portfolio Management
PowerPoint
Public Speaking
Real Estate Development
Real Estate Transactions
Research
Residential Land Development
Retirement Planning
Securities
Self-Invested Personal Pension (SIPP)
Series 65
Social Media
Spanish
Tax Planning
Time Management
UK EXPAT FINANCE
UK PENSIONS
Wealth Management
Wealth Management Services
ukexpat
ukpensions
Daniel Mesa Summary
Daniel Mesa, based in Miami, FL, US, is currently a Co-Founder and Partner at BlackPoint Capital Partners. Daniel Mesa brings experience from previous roles at BlackPoint Risk Management, Skybound Wealth Management, LLC and Cervera Real Estate. Daniel Mesa holds a 2022 - 2023 Certificate in Financial Planning @ NYU School of Professional Studies. With a robust skill set that includes Commercial Real Estate, Cross-Border Financial Planning, DEFINED BENEFIT PENSIONS, Defined Benefit, Defined Contribution and more. Daniel Mesa has 1 emails and 2 mobile phone numbers on RocketReach.
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