Daniel Sopher Email & Phone Number
Director of Client Relations @ Sopher Financial Group
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Daniel Sopher Location
- Metuchen, NJ, US
Daniel Sopher Work
- 2018 -now Director of Financial Planning Strategy and Lead Advisor @
- 2014 -now Director of Client Relations @
- 2014 -2014 National Account Associate @
- 2013 -2014 Finance Manager @
- 2012 -2013 Intern @
Daniel Sopher Education
- The American College of Financial Services
CFP Designation Program (Financial Planning and Services)
2017-2018 - Rutgers, The State University of New Jersey - Rutgers Business School
Bachelor of Science (BS) (Finance, General)
2009-2013 - Rutgers University
Bachelor of Science (BS) (Finance, General)
2009-2013
Daniel Sopher Skills
- Portfolio Management
- Wealth Management
- Strategic Financial Planning
- Analysis
- Finance
- Financial Planning
- Financial Advisory
- Asset Allocation
- Retirement Planning
- Credit Analysis
- Securities
- Credit
- Insurance
- Credit Risk
- Funding
- Loans
- Mutual Funds
- Marketing Strategy
- Digital Marketing
- Email Marketing
- Social Media
- Healthcare
- Analytical Skills
- Financial Services
- Investments
- Microsoft Word
- PowerPoint
- Customer Service
- Public Speaking
- Leadership
- Management
- Relationship Management
- Getting The Job Done
- Social Networking
- Financial Reporting
- Strategy
Daniel Sopher Summary
- Daniel Sopher, based in Metuchen, NJ, US, is currently a Director of Client Relations at Sopher Financial Group. Daniel Sopher brings experience from previous roles at Sopher Financial Group, HCPLive, Planet Honda NH and Ameriprise Financial Services, LLC. Daniel Sopher holds a 2017 - 2018 CFP Designation Program in Financial Planning and Services @ The American College of Financial Services. With a robust skill set that includes Portfolio Management, Wealth Management, Strategic Financial Planning, Analysis, Finance and more. Daniel Sopher has 2 emails and 1 mobile phone numbers on RocketReach.
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