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Daniel Ross Location
Costa Mesa, CA, US
Daniel Ross Work
Vice President - Southern California Broker Dealer and Wirehouse Sales @ (December 2025 - Present)
Senior Strategy Specialist @ (January 2025 - December 2025)
Strategy Specialist @ (March 2022 - January 2025)
Investment Strategist Associate @ (June 2020 - March 2022)
Alternative Investment Analyst @ (May 2019 - June 2020)
Operations Administrator @ (January 2017 - May 2019)
Special Assets and Billing Analyst @ (October 2015 - January 2017)
Daniel Ross Education
California Polytechnic State University-San Luis Obispo
Bachelor’s Degree (Financial Management)
2011-2015
Daniel Ross Skills
Alternative Investments
Due Diligence
Research
Social Media
Data Analysis
Financial Modeling
PowerPoint
Microsoft Word
Microsoft Excel
Microsoft Office
Bloomberg Terminal
Teamwork
Leadership
Team Leadership
Time Management
Customer Service
Public Speaking
Social Networking
Advent Products
Daniel Ross Summary
Daniel Ross, based in Costa Mesa, CA, US, is currently a Vice President - Southern California Broker Dealer and Wirehouse Sales at CION Investments. Daniel Ross brings experience from previous roles at Griffin Capital Company, LLC and First Foundation Inc.. Daniel Ross holds a 2011 - 2015 Bachelor’s Degree in Financial Management @ California Polytechnic State University-San Luis Obispo. With a robust skill set that includes Alternative Investments, Due Diligence, Research, Social Media, Data Analysis and more. Daniel Ross has 2 emails and 3 mobile phone numbers on RocketReach.
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