Daniel Song Email & Phone Number
Partner, Wealth Manager @ Merit Financial Advisors
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Daniel Song Location
- New York, NY, US
Daniel Song Work
- 2024 -now 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
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 Partner, Wealth Manager at Merit Financial Advisors. Daniel Song brings experience from previous roles at 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 on RocketReach.
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