Daniel Meyers Email & Phone Number
Director of Private Client @ CooksonPeirce
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Daniel Meyers Location
- Pittsburgh, PA, US
Daniel Meyers Work
- 2018 -now Director of Private Client @
- 2013 -now Client Advisor, CERTIFIED FINANCIAL PLANNER(tm) @
- 2013 -2013 Relationship Manager, Private Client Group @
- 2006 -2013 Financial Advisor @
Daniel Meyers Education
- Duquesne University School of Leadership and Professional Advancement
Executive Certificate in Financial Planning
2013-2013 - Duquesne University
Bachelor of Science (B.S.)
1999-2003
Daniel Meyers Skills
- Leadership
- Product Marketing
- Direct Marketing
- Customer Relationship Management Crm
- Team Building
- Salesforce.com
- Account Management
- Sales
- Trade Shows
- Tax
- Forecasting
- Business Development
- Market Research
- Negotiation
- Vendor Management
- Finance
- Advertising
- Lead Generation
- Promotions
- Strategic Planning
- Strategy
- Sales Management
- Mutual Funds
- Online Advertising
- Microsoft Office
- Program Management
- Microsoft Excel
- Asset Management
- Marketing
- New Business Development
- Cross Functional Team Leadership
- Customer Service
- Financial Analysis
- Direct Mail
- SEM
- Email Marketing
- Budgets
- Business Strategy
- Management
- Project Management
- Public Relations
- Marketing Communications
- Marketing Strategy
- CRM
- Series 7
- Marketing Research
Daniel Meyers Summary
- Daniel Meyers, based in Pittsburgh, PA, US, is currently a Director of Private Client at CooksonPeirce Wealth Management. Daniel Meyers brings experience from previous roles at CooksonPeirce Wealth Management, PNC and BMO Financial Group. Daniel Meyers holds a 2013 - 2013 Executive Certificate in Financial Planning @ Duquesne University School of Leadership and Professional Advancement. With a robust skill set that includes Leadership, Product Marketing, Direct Marketing, Customer Relationship Management Crm, Team Building and more. Daniel Meyers has 2 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Daniel Meyers?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co