Daniel Poulsen Email
Account Executive @ NOW CFO
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Daniel Poulsen Location
- Salt Lake City, UT, US
Daniel Poulsen Work
- Account Executive @ (September 2026 - Present)
- Associate Advisor @ (January 2026 - July 2026)
- Investment Management Consultant II @ (March 2024 - January 2026)
- Investment Management Consultant I @ (August 2023 - May 2024)
- Stock Plan Consultant @ (May 2022 - May 2024)
- Stock Plan Associate @ (January 2022 - May 2022)
- Customer Relationship Advocate @ (April 2021 - January 2022)
- Teller @ (December 2018 - April 2021)
- Contact Center Agent @ (January 2018 - December 2018)
Daniel Poulsen Education
- University of Utah - David Eccles School of Business
Master's degree (Finance)
2022-2024 - Utah State University - Jon M. Huntsman School of Business
Bachelor of Science - BS (Finance and Financial Management Services)
2017-2021
Daniel Poulsen Skills
- Banking-industry software
- Budgeting
- Cash Handling
- Consumer Credit
- Credit
- Credit Analysis
- Customer Service
- Finance
- Financial Analysis
- Financial Modeling
- Financial Planning
- Financial Reporting
- Microsoft Excel
- Microsoft Office
- Microsoft Outlook
- Microsoft PowerPoint
- Personal Finance
- Real Estate
- Sales
- Teamwork
- Trading
- Visual Basic for Applications (VBA)
- eMoney
Daniel Poulsen Summary
- Daniel Poulsen, based in Salt Lake City, UT, US, is currently a Account Executive at NOW CFO. Daniel Poulsen brings experience from previous roles at Private Advisory and Fidelity Investments. Daniel Poulsen holds a 2022 - 2024 Master's degree in Finance @ University of Utah - David Eccles School of Business. With a robust skill set that includes Banking-industry software, Budgeting, Cash Handling, Consumer Credit, Credit and more. Daniel Poulsen has 1 emails on RocketReach.
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