Daniel Nunez Email & Phone Number
Senior Wealth Advisor @ Guerra Wealth Advisors
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Daniel Nunez Location
- Miami Gardens, FL, US
Daniel Nunez Work
- Senior Wealth Advisor @ (May 2026 - Present)
- Wealth Management Associate @ (June 2025 - May 2026)
- Onboarding Specialist @ (January 2025 - June 2025)
- Wealth Management Associate @ (October 2023 - January 2025)
- Relationship Banker @ (September 2022 - October 2023)
- Personal SAFE Banker @ (October 2021 - September 2022)
- Client Services Representative II @ (November 2020 - October 2021)
Daniel Nunez Education
- University of South Florida Muma College of Business
Bachelor's degree (Finance, General)
2019-2022 - Valencia College
Associate of Arts - AA (Business Administration and Management, General)
2016-2019
Daniel Nunez Skills
- Account Management
- Accounting
- Analytical Skills
- Asset Management
- Asset Protection
- Banking
- Bilingual Communications
- Budgeting
- Business Development
- Cash Handling
- Cash Management
- Client Services
- Contact Centers
- Corporate Finance
- Credit Cards
- Critical Thinking
- Customer Relationship Management (CRM)
- Customer Service
- English
- Estate Planning
- Financial Advisory
- Financial Analysis
- Financial Modeling
- Financial Planning
- Financial Reporting
- Financial Services
- Financial Statements
- Investment Banking
- Investments
- Leadership
- Microsoft Excel
- Microsoft Office
- Money Management
- Multi-line Phone
- Online Advertising
- Organization Skills
- Paraplanning
- Product Marketing
- Referral Network
- Retail
- Retail Banking
- Retirement Planning
- Sales
- Sales & Marketing
- Skilled Multi-tasker
- Small Business Lending
- Spanish
- Tax Planning
- Taxes
- Team Management
- Teller Operations
- Time Management
Daniel Nunez Summary
- Daniel Nunez, based in Miami Gardens, FL, US, is currently a Senior Wealth Advisor at Guerra Wealth Advisors. Daniel Nunez brings experience from previous roles at Guerra Wealth Advisors and Wells Fargo. Daniel Nunez holds a 2019 - 2022 Bachelor's degree in Finance, General @ University of South Florida Muma College of Business. With a robust skill set that includes Account Management, Accounting, Analytical Skills, Asset Management, Asset Protection and more. Daniel Nunez has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Guerra Wealth Advisors Employees
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Mauro Guerra
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Melissa Mills
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Alejandro Alvarez
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Jorge Pérez
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Gerardo Palacios
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Julia Koelble
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Leonardo Guillen
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Sebastian Guerra
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