Daniel Shelly Email & Phone Number
Financial Advisor @ Capstone Financial Group - AIC
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Daniel Shelly Location
- Folsom, CA, US
Daniel Shelly Work
- Financial Advisor @ (October 2016 - Present)
- Accountant @ (September 2015 - October 2016)
- Accounting Specialist @ (July 2013 - September 2015)
- Job Foreman @ Cascading Falls Inc. (May 2012 - July 2013)
Daniel Shelly Education
- Colorado State University Global
Bachelor's degree (Accounting)
2014-2016 - California State University-Sacramento
Accounting and Economics
2013-2014 - Sierra College
Associate of Science (A.S.) (Accounting and Business Administration)
2011-2013
Daniel Shelly Skills
- Life Insurance
- Disability Insurance
- Financial Analysis
- Permanent Life Insurance
- Financial Statements
- Financial Reporting
- Account Reconciliation
- General Ledger
- Financial Accounting
- Internal Controls
- Banking
- Finance
- Auditing
- Series 6
- Accounting
- Series 63
- Fixed Annuities
- Variable Annuities
- Mutual Funds
- Microsoft Excel
- Series 65
Daniel Shelly Summary
- Daniel Shelly, based in Folsom, CA, US, is currently a Financial Advisor at Capstone Financial Group - AIC. Daniel Shelly brings experience from previous roles at Heritage Community Credit Union and Cascading Falls Inc.. Daniel Shelly holds a 2014 - 2016 Bachelor's degree in Accounting @ Colorado State University Global. With a robust skill set that includes Life Insurance, Disability Insurance, Financial Analysis, Permanent Life Insurance, Financial Statements and more. Daniel Shelly has 4 emails and 7 mobile phone numbers on RocketReach.
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