Daniel Shapiro Email & Phone Number
Managing Director @ World Investment Advisors (formerly Pensionmark)
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Daniel Shapiro Location
- Miami, FL, US
Daniel Shapiro Work
- 2022 -now Managing Director @
- 2010 -2026 President, DCS Pensionmark Retirement Group @
- 2003 -now Principal @ DCS Pensionmark
- 2008 -2009 Regional Director @
- 2003 -2008 Principal @ dcs Financial Consultants, Inc.
- 1991 -2003 Group Pension Manager @
Daniel Shapiro Skills
- Series 63
- Plan Implementation
- Pension Funds
- IRAs
- Investments
- Strategy
- Pension Administration
- Mutual Funds
- Retirement Planning
- Marketing
- 401k Retirement Savings Plans
- Wealth Management
- Executive Pay
- 401k
- Annuities
- Retirement
- Series 6
- Qualified Retirement Plans
- Fee Negotiation
- Securities
- Insurance
- Compliance
- Finance
- Series 66
- Defined Benefit
- Business Planning
- Sales
- Asset Allocation
- Investment Advisory
- Performance Monitoring
- ERISA
- Retirement Plan Consulting
- Strategic Financial Planning
- Plan Design
- Microsoft Office
- Series 7
- Financial Services
- Defined Contribution
- Pensions
- Profit Sharing
- Employee Benefits
- Fixed Annuities
- 401 Retirement Savings Plans
Daniel Shapiro Summary
- Daniel Shapiro, based in Miami, FL, US, is currently a Managing Director at World Investment Advisors. Daniel Shapiro brings experience from previous roles at World Investment Advisors, DCS Pensionmark, Lincoln Financial Group and dcs Financial Consultants, Inc.. With a robust skill set that includes Series 63, Plan Implementation, Pension Funds, IRAs, Investments and more. Daniel Shapiro has 3 emails and 1 mobile phone numbers on RocketReach.
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