Daniel Novak Email & Phone Number
Co-Founder and Sr. Wealth Manager @ Williams & Novak Wealth Management, LLC.
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Daniel Novak Location
- Los Angeles, CA, US
Daniel Novak Work
- 2019 -now Co-Founder and Sr. Wealth Manager @
- 2018 -2019 Vice President | Financial Consultant @
- 2015 -2018 Financial Consultant Partner @
- 2012 -2015 Independent Consultant @ Independent Consultant
- 2014 -2015 Licensing Candidate and Financial Advisor Trainee @
- 2012 -2013 Outside Sales Representative @ P2F Holdings DBA MadaLuxe Group
- 2011 -2012 Account Executive @
- 2011 -2011 Sales Associate and Administrative Assistant @ WestWorld Productions Inc.
Daniel Novak Education
- University of Oxford
Certificate in Global Enterprise Management (Business Administration and Management, General)
2016-2016 - Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (M.B.A.) (Banking, Investments, Corporate Finance, and Securities Law)
2014-2015 - Pepperdine University School of Law
The Straus School of Dispute Resolution (Coursework in Buisness Negotiation, Mediation/arbitration, and General Dispute Resolution)
2014-2015 - Pepperdine University, The George L. Graziadio School of Business and Management
Bachelor’s Degree (Business Management—Concentration in Finance & Marketing)
2012-2013 - Moorpark College
Associate’s Degree (Business, Management, Marketing, and Related Support Services)
2009-2011
Daniel Novak Skills
- Business Development
- Business Strategy
- Team Building
- Team Leadership
- Operations Management
- Customer Satisfaction
- Management
- Analytics
- Marketing Strategy
- Business Planning
- Finance
- Strategic Planning
- Creative Strategy
- Building Relationships
- Account Management
- Business Correspondence
- New Business Development
- Customer Service
- Advertising
- Sales Presentations
- SEO
- Presentation Development
- Salesforce.com
- Sales
- Inside Sales
- Social Networking
- Marketing
- Direct Sales
- Generation
- Client Generation
- Microsoft Office
- Email Marketing
- Training
- Digital Media
- Microsoft Excel
- Microsoft Word
- PowerPoint
- Time Management
- Executive Assistant
- Retail
- Social Media
- Budgets
- Social Media Marketing
- Analysis
- Financial Analysis
- CRM
- Strategy
- Leadership
- Project Management
- Accounting
Daniel Novak Summary
- Daniel Novak, based in Los Angeles, CA, US, is currently a Co-Founder and Sr. Wealth Manager at Williams & Novak Wealth Management, LLC.. Daniel Novak brings experience from previous roles at Charles Schwab, Independent Consultant and Thrivent Financial. Daniel Novak holds a 2016 - 2016 Certificate in Global Enterprise Management in Business Administration and Management, General @ University of Oxford. With a robust skill set that includes Business Development, Business Strategy, Team Building, Team Leadership, Operations Management and more. Daniel Novak has 2 emails and 1 mobile phone numbers on RocketReach.
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