Daniel Smith Email & Phone Number
First Vice President-Wealth Management, CFP®, CRPC® @ UBS Group AG
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Daniel Smith Location
- Paramus, NJ, US
Daniel Smith Work
- 2010 -now First Vice President-Wealth Management, CFP®, CRPC® @
- 2002 -2010 Financial Advisor, CRPC® @
- 1995 -2001 VP, Lending @
Daniel Smith Education
- Ithaca College
BS, MS (Education)
1978-1983 - Ilion High School
Daniel Smith Skills
- Portfolio Management
- Wealth Management
- Retirement Planning
- Financial Markets
- Event Planning
- Higher Education
- PowerPoint
- Admissions
- Customer Service
- Microsoft Office
- Student Affairs
- Public Speaking
- Research
- Community Outreach
- Data Entry
- Staff Development
- Student Development
- Teaching
- Career Counseling
- Microsoft Word
- Estate Planning
- Series 63
- Wealth Management Services
- Investments
- Finance
- 401k
- Financial Services
- Strategic Financial Planning
- Financial Goals
- Small Business
- Problem Solving
- Retirement
- Loans
- Series 7
- Philanthropy
Daniel Smith Summary
- Daniel Smith, based in Paramus, NJ, US, is currently a First Vice President-Wealth Management, CFP®, CRPC® at UBS. Daniel Smith brings experience from previous roles at Merrill Lynch and GE Capital. Daniel Smith holds a 1978 - 1983 BS, MS in Education @ Ithaca College. With a robust skill set that includes Portfolio Management, Wealth Management, Retirement Planning, Financial Markets, Event Planning and more. Daniel Smith has 3 emails on RocketReach.
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