Daniel Toledo Email & Phone Number
Partner @ Chicago Partners Wealth Advisors
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Daniel Toledo Location
- Chicago, IL, US
Daniel Toledo Work
- Partner @ (July 2022 - Present)
- Senior Advisor @ (September 2013 - July 2022)
- Financial analyst @ (January 2010 - August 2013)
- Financial Advisor @ (June 2009 - December 2009)
- Intern @ (May 2008 - September 2008)
Daniel Toledo Education
- Northwestern University
(Continuing Studies, Financial Planning)
2012-2013 - Illinois Wesleyan University 2005-2009
Daniel Toledo Skills
- Strategic Financial...
- Investments
- Financial Analysis
- Financial Reporting
- Accounting
- Sarbanes-Oxley Act
- Insurance
- Forecasting
- Financial Accounting
- Life Insurance
- Risk Management
- Auditing
- GAAP
- Financial Statements
- General Ledger
- Disability Insurance
- CFP
Daniel Toledo Summary
- Daniel Toledo, based in Chicago, IL, US, is currently a Partner at Chicago Partners Wealth Advisors. Daniel Toledo brings experience from previous roles at Chicago Partners Wealth Advisors, Total Portfolio Management LLC, Waddell & Reed and Northwestern Mutual. Daniel Toledo holds a 2012 - 2013 Northwestern University. With a robust skill set that includes Strategic Financial..., Investments, Financial Analysis, Financial Reporting, Accounting and more. Daniel Toledo has 3 emails and 2 mobile phone numbers on RocketReach.
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