Daniel Song Email & Phone Number
Managing Partner, Wealth Manager @ Merit Financial Advisors
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Daniel Song Location
- New York, NY, US
Daniel Song Work
- 2026 -now Managing Partner, Wealth Manager @
- 2024 -2026 Partner, Wealth Manager @
- 2018 -2024 Partner, Portfolio Manager @ Westfield Financial Planning (Registered Investment Advisor)
- 2009 -2018 Senior Financial Advisor @ Investors Capital, Merrill Lynch, Newbridge Securities
Daniel Song Education
- Rutgers University
(Bachelor of Science (B.S.), Finance)
Daniel Song Skills
- Investment Management
- Portfolio Management
- Wealth Management
- Investments
- Financial Analysis
- Financial Markets
- Securities
- Valuation
- Asset Allocation
Daniel Song Summary
- Daniel Song, based in New York, NY, US, is currently a Managing Partner, Wealth Manager at Merit Financial Advisors. Daniel Song brings experience from previous roles at Merit Financial Advisors, Westfield Financial Planning (Registered Investment Advisor) and Investors Capital, Merrill Lynch, Newbridge Securities. Daniel Song holds a Rutgers University. With a robust skill set that includes Investment Management, Portfolio Management, Wealth Management, Investments, Financial Analysis and more. Daniel Song has 2 emails and 1 mobile phone numbers on RocketReach.
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