Daniel Smith Email & Phone Number
Financial Planner @ Abacus Wealth Partners
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Daniel Smith Location
- Denver, CO, US
Daniel Smith Work
- 2022 - now Financial Planner @
- 2021 - 2022 High Net Worth Financial Advisor @
- 2020 - 2021 Financial Advisor @
- 2019 - 2021 Financial Advisor Development Program (FADP) Participant @
- 2020 - 2020 Sales Specialist @
- 2019 - 2020 Portfolio Implementation Associate @
- 2019 - 2019 Client Relationship Associate @
- 2018 - 2018 C2C Advice Intern @
- 2016 - 2018 Security @
- 2016 - 2016 Student Assistant Manager @
Daniel Smith Education
- Kansas State University
Master's in Personal Financial Planning (Financial Therapy and Advanced Financial Planning)
2020 - 2023 - Virginia Tech - Pamplin College of Business
Bachelor of Business (Finance (CFP® Track))
2015 - 2019
Daniel Smith Skills
- Personal Financial Planning
- Customer Service
- Microsoft Excel
- Customer Relationship Management (CRM)
- Microsoft PowerPoint
- Management
- Leadership
- Public Speaking
- Communication
- Teamwork
- Time Value of Money
Daniel Smith Summary
- Daniel Smith, based in Denver, CO, US, is currently a Financial Planner at Abacus Wealth Partners. Daniel Smith brings experience from previous roles at Vanguard. Daniel Smith holds a 2020 - 2023 Master's in Personal Financial Planning in Financial Therapy and Advanced Financial Planning @ Kansas State University. With a robust skill set that includes Personal Financial Planning, Customer Service, Microsoft Excel, Customer Relationship Management (CRM), Microsoft PowerPoint and more. Daniel Smith has 1 emails and 2 mobile phone numbers on RocketReach.
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