Daniel Schwarz Email & Phone Number
Principal, Client Advisor @ 1919 Investment Counsel, LLC
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Daniel Schwarz Location
- Wayne, PA, US
Daniel Schwarz Work
- 2026 -now Principal, Client Advisor @
- 2025 -2026 Vice President, Wealth Manager @
- 2021 -2024 Associate, Wealth Manager @
- 2019 -2021 Portfolio Finance Analyst @
- 2018 -2019 Investment Data Analyst @
- 2016 -2018 Graduate Research Assistant @
- 2017 -2017 Investment Associate Internship @
Daniel Schwarz Education
- Villanova University
Master of Business Administration (M.B.A.) (Finance, General)
2016-2018 - University of Pennsylvania
Bachelor’s Degree (Political Science)
2011-2015 - Malvern Preparatory School 2005-2011
Daniel Schwarz Skills
- Data Analysis
- Research
- Microsoft Excel
- Social Media
- Marketing
- Microsoft Word
- Photoshop
- Bloomberg
- Tableau
- Public Speaking
- Leadership
- FactSet
- Internal Controls
- Excel Dashboards
- Teamwork
- Financial Analysis
- Financial Reporting
- SQL
- Digital Marketing
- Project Management
- Sports
- Market Research
- Market Research Project Management
- Writing
- Analytical Skills
- Google Analytics
- Web Analytics
- Equities
- Business Administration
- Organization Skills
- Podcasting
- PowerPoint
- Microsoft Office
Daniel Schwarz Summary
- Daniel Schwarz, based in Wayne, PA, US, is currently a Principal, Client Advisor at 1919 Investment Counsel. Daniel Schwarz brings experience from previous roles at BNY Wealth, FS Investments and JPMorgan Chase & Co.. Daniel Schwarz holds a 2016 - 2018 Master of Business Administration (M.B.A.) in Finance, General @ Villanova University. With a robust skill set that includes Data Analysis, Research, Microsoft Excel, Social Media, Marketing and more. Daniel Schwarz has 2 emails and 1 mobile phone numbers on RocketReach.
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