Daniel Traub Email & Phone Number
Senior Financial Advisor @ Montis Financial
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Daniel Traub Location
- Natick, MA, US
Daniel Traub Work
- 2024 -now Senior Financial Advisor @
- 2008 -2024 President @ Tempo Financial Advisors, LLC
- 2004 -2008 Vice President, Client Services @ Braver Wealth Management, Inc.
- 1988 -2004 Chief Investment Officer @ Tandem Financial Services
Daniel Traub Education
- Babson F.W. Olin Graduate School of Business
MBA (Finance)
1990-1994 - Columbia University
BA (Economics)
1982-1986
Daniel Traub Summary
- Daniel Traub, based in Natick, MA, US, is currently a Senior Financial Advisor at Montis Financial. Daniel Traub brings experience from previous roles at Tempo Financial Advisors, LLC, Braver Wealth Management, Inc. and Tandem Financial Services. Daniel Traub holds a 1990 - 1994 MBA in Finance @ Babson F.W. Olin Graduate School of Business. Daniel Traub has 3 emails and 1 mobile phone numbers on RocketReach.
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