Daniel Park Email & Phone Number
Partner @ Cerity Partners
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Daniel Park Location
- New York, NY, US
Daniel Park Work
- 2016 -now Partner @
- 2014 -2015 President- Client Services @ Dendron Advisors, LLC
- 2012 -2013 Vice President, Senior Financial Advisor @
- 2004 -2012 Senior Executive Financial Planner @
Daniel Park Education
- Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science (BS) (Business, Management, Marketing, and Related Support Services)
1997-2001
Daniel Park Skills
- Retirement Planning
- Wealth Management
- Series 7
- Asset Allocation
- Strategic Financial Planning
- Investment Advisory
- Investments
- Retirement
- Portfolio Management
- Alternative Investments
- Mutual Funds
- Investment Strategies
- Finance
- Equities
- Asset Management
- Fixed Income
- Insurance
- Hedge Funds
- Securities
- Financial Analysis
- Marketing
- Financial Services
- College Savings Plans
- Cash Flow
- Income Tax
- Tax Preparation
- Tax Returns
- Employee Benefits
- Estate Planning
- Strategic Financial
Daniel Park Summary
- Daniel Park, based in New York, NY, US, is currently a Partner at Cerity Partners. Daniel Park brings experience from previous roles at Dendron Advisors, LLC, Black Coral Financial Advisors, LLC and The Ayco Company, L.P., a Goldman Sachs Company. Daniel Park holds a 1997 - 2001 Bachelor of Science (BS) in Business, Management, Marketing, and Related Support Services @ Rutgers, The State University of New Jersey-New Brunswick. With a robust skill set that includes Retirement Planning, Wealth Management, Series 7, Asset Allocation, Strategic Financial Planning and more. Daniel Park has 1 emails and 1 mobile phone numbers on RocketReach.
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