Daniel Riso Email & Phone Number

Founding Partner @ Periscope Wealth Management

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Daniel Riso Location

New York, NY, US

Daniel Riso Work

2018 - now Founding Partner @ Periscope Wealth Management
2009 - 2021 Financial Consultant @ AXA Advisors, LLC
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Daniel Riso Education

Hobart and William Smith Colleges
2005 - 2009

Daniel Riso Skills

Retirement Planning
Wealth Management
Personal Financial Planning

Risk Management
Tax-advantaged Investment Strategies
Corporate Benefits
Buy-sell Agreements
Employee Benefits
Deferred Compensation
Executive Compensation Planning

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Daniel Riso Summary

Daniel Riso, based in New York, NY, US, is currently a Founding Partner at Periscope Wealth Management. Daniel Riso brings experience from previous roles at AXA Advisors, LLC.. Daniel Riso holds a 2005 - 2009 Hobart and William Smith Colleges. With a robust skill set that includes Retirement Planning, Wealth Management, Personal Financial Planning, Risk Management, Tax-advantaged Investment Strategies and more. Daniel Riso has 2 emails and 1 mobile phone numbers on RocketReach.

Daniel Riso Emails

Found 2 emails

Daniel Riso Phone Numbers

Found 2 phone numbers

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- gmail.com
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Andrew Koris

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New York, NY, US
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Joseph DiMauro

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Mathew Rough

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Pat McEvoy

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John Tarson

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Jacen Marzocco

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