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 @ World Investment Advisors (formerly Pensionmark)
2010 - 2026 President, DCS Pensionmark Retirement Group @ World Investment Advisors (formerly Pensionmark)
2003 - now Principal @ DCS Pensionmark

2008 - 2009 Regional Director @ Lincoln Financial Group
2003 - 2008 Principal @ dcs Financial Consultants, Inc.
1991 - 2003 Group Pension Manager @ Manulife
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Daniel Shapiro Skills

Series 63
Plan Implementation
Pension Funds

IRAs
Investments
Strategy
Pension Administration
Mutual Funds
Retirement Planning
Marketing

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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 Pensionmark Retirement Group, 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.

Daniel Shapiro Emails

Found 3 emails

Daniel Shapiro Phone Numbers

Found 4 phone numbers

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Others Named Daniel Shapiro

Daniel Shapiro

Managing Director at World Investment Advisors

Miami, FL, US
3
- msn.com
- gmail.com
- worldadvisors.com
4
- +1 305-378-XXXX
- +1 305-205-XXXX
- +1 786-456-XXXX
- +1 786-391-XXXX

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Top World Investment Advisors (formerly Pensionmark) Employees

Roger Rocha

Managing Director at World Investment Advisors (formerly Pensionmark)

Glendale, CA, US
2
- gmail.com
- worldadvisors.com
3
- +1 818-472-XXXX
- +1 213-268-XXXX
- +1 818-265-XXXX
Kristen Deevy

Managing Director of Retirement Plans at World Investment Advisors (formerly Pensionmark)

Denver, CO, US
2
- worldadvisors.com
- provisors.com
4
- +1 303-979-XXXX
- +1 479-553-XXXX
- +1 303-475-XXXX
- +1 720-289-XXXX
Shelly Horwitz

Managing Director - Atlanta and Washington DC at World Investment Advisors (formerly Pensionmark)

United States
2
- gmail.com
- worldadvisors.com
3
- +1 202-223-XXXX
- +1 202-821-XXXX
- +1 703-430-XXXX
Sean O'Flaherty

Managing Director at World Investment Advisors (formerly Pensionmark)

Eagle, ID, US
3
- bcgpension.com
- worldadvisors.com
- bcgtermfund.com
5+
- +1 805-375-XXXX
- +1 208-939-XXXX
- +1 800-566-XXXX
- +1 208-949-XXXX
- +1 805-496-XXXX
- +1 888-939-XXXX
Chad Kolinsky

Managing Director at World Investment Advisors (formerly Pensionmark)

Ramsey, NJ, US
3
- gmail.com
- yahoo.com
- worldadvisors.com
2
- +1 201-474-XXXX
- +1 845-642-XXXX
Daniel Shapiro

Managing Director at World Investment Advisors (formerly Pensionmark)

Miami, FL, US
3
- msn.com
- gmail.com
- worldadvisors.com
4
- +1 305-378-XXXX
- +1 305-205-XXXX
- +1 786-456-XXXX
- +1 786-391-XXXX
Jeffrey Sheftic

Chief Growth Officer at World Investment Advisors (formerly Pensionmark)

Bradenton, FL, US
3
- yahoo.com
- aol.com
- worldadvisors.com
5+
- +39 011 552 XXXX
- +1 201-610-XXXX
- +1 732-814-XXXX
- +1 917-698-XXXX
- +1 973-495-XXXX
- +1 201-847-XXXX
Barry Toole

Chief Compliance Officer, World Investments, LLC at World Investment Advisors (formerly Pensionmark)

Tampa, FL, US
1
- worldadvisors.com
3
- +1 813-528-XXXX
- +1 727-375-XXXX
- +1 701-463-XXXX
Pierce Trcka

VP, Wealth Advisor and Investments at World Investment Advisors (formerly Pensionmark)

United States
1
- worldadvisors.com
3
- +1 303-336-XXXX
- +1 615-440-XXXX
- +1 615-495-XXXX

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