Daniel Quartararo Email & Phone Number
VP Private Wealth Management @ Cogent Private Wealth
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Daniel Quartararo Location
- Belleview, FL, US
Daniel Quartararo Work
- VP Private Wealth Management @ (September 2025 - Present)
- Registered Investment Advisor @ (January 2023 - August 2025)
- Financial Advisor @ (January 2018 - January 2023)
- Financial Advisor @ Raymond James (July 2016 - October 2017)
- Sales Representative @ (September 2011 - May 2016)
Daniel Quartararo Education
- University of Central Florida
Bachelor's Degree
2009-2011 - Seminole State College of Florida
Associate of Arts
2002-2004
Daniel Quartararo Skills
- Business Development
- Business Relationship Management
- Client Counseling
- Communication
- Customer Relationship Management (CRM)
- Family Wealth Management
- Financial Education
- Goal Setting
- Goals Based Wealth Management
- Independent Financial Advice
- Individual Retirement Accounts (IRA)
- Leadership
- Marketing
- OSHA Instruction
- Operations Management
- Portfolio Management
- Presentations
- Relationship Building
- Retirement Income Planning
- Retirement Income Strategies
- Retirement Plan Consulting
- Retirement Planning
- Safety Training Programs
- Sales
- Sales Presentations
- Staff Development
- Team Building
- Training
- Customer Service
- Strategic Planning
- Insurance
- Account Management
- Life Insurance
Daniel Quartararo Summary
- Daniel Quartararo, based in Belleview, FL, US, is currently a VP Private Wealth Management at Cogent Private Wealth. Daniel Quartararo brings experience from previous roles at Zenith Advisory Group, Merrill Lynch Wealth Management, Raymond James and Liberty Mutual Insurance. Daniel Quartararo holds a 2009 - 2011 Bachelor's Degree @ University of Central Florida. With a robust skill set that includes Business Development, Business Relationship Management, Client Counseling, Communication, Customer Relationship Management (CRM) and more. Daniel Quartararo has 2 emails and 4 mobile phone numbers on RocketReach.
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