Daniel Platt Email & Phone Number
Principal and Wealth Manager @ Neumann Capital Management, LLC
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Daniel Platt Location
- San Mateo, CA, US
Daniel Platt Work
- 2024 -now Principal and Wealth Manager @
- 2021 -2023 Partner and Wealth Manager @
- 2019 -2020 Portfolio Manager @
- 2008 -2019 Financial Advisor @ Brio Financial Group
- 2007 -2007 Energy Trader @
- 2004 -2006 Equity Trader @ Pacific Growth Equities
Daniel Platt Education
- University of San Francisco
Master of Science (Financial Analysis)
2009-2011 - University of Oregon - Charles H. Lundquist College of Business
B.S., Business Administration (Finance and Accounting)
1997-2001
Daniel Platt Summary
- Daniel Platt, based in San Mateo, CA, US, is currently a Principal and Wealth Manager at Neumann Capital Management, LLC. Daniel Platt brings experience from previous roles at Neumann Capital Management, LLC, Brio Financial Group and Pacific Gas and Electric Company. Daniel Platt holds a 2009 - 2011 Master of Science in Financial Analysis @ University of San Francisco. Daniel Platt has 3 emails and 1 mobile phone numbers on RocketReach.
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