Daniel Tesfaye Email & Phone Number
Director, Wealth Planner @ Sequoia Financial Group
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Daniel Tesfaye Location
- United States
Daniel Tesfaye Work
- 2022 -now Director, Wealth Planner @
- 2022 -now Content Writer @
- 2019 -2022 Financial Advisor @
- 2017 -2019 Financial Representative @
- 2015 -2017 Financial Representative Intern @
Daniel Tesfaye Education
- University of North Carolina Wilmington
Master of Science - MS (Finance & Investment Management)
2021-2022 - Yale School of Management
Certificate (Wealth Management Theory and Practice)
2021-2022 - University of North Carolina Wilmington
Bachelor of Science - BS (Business Administration - Finance)
2013-2017
Daniel Tesfaye Skills
- Investments
- Financial Advisory
- Portfolio Management
- Retirement Planning
- High Net Worth Individuals
- Goals-Based
- Practice Management
- Customer Relationship Management (CRM)
- Finance
- Financial Planning
- Leadership
- Sales
- Wealth Management
- Insurance
- Life Insurance
- Communication
- Analytical Skills
- Teamwork
Daniel Tesfaye Summary
- Daniel Tesfaye, based in United States, is currently a Director, Wealth Planner at Sequoia Financial Group. Daniel Tesfaye brings experience from previous roles at Seeking Alpha, Merrill Lynch Wealth Management and Northwestern Mutual. Daniel Tesfaye holds a 2021 - 2022 Master of Science - MS in Finance & Investment Management @ University of North Carolina Wilmington. With a robust skill set that includes Investments, Financial Advisory, Portfolio Management, Retirement Planning, High Net Worth Individuals and more. Daniel Tesfaye has 2 emails on RocketReach.
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Top Sequoia Financial Group Employees
Ryan Heider
Vice President and Head of Strategic Initiatives
Cleveland, OH, US
Kelley Grace
Wealth Advisor, CPA, Senior Vice President
Norman, OK, US
Adam Hoffmann
Vice President, Portfolio Manager
Minneapolis, MN, US
Nick Zamparelli
Chief Investment Officer
Berwyn, PA, US
Chris Creahan
Senior Vice President
Akron, OH, US
Dave Marcus
Vice President, Security and Infrastructure
Cleveland, OH, US
Gregory Robb
Senior Vice President, Financial Advisor
Akron, OH, US
Joseph Glick
Chief Operating Officer
Cleveland, OH, US
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