Daniel Traub Email & Phone Number
Senior Financial Advisor @ Montis Financial
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Daniel Traub Location
- Natick, MA, US
Daniel Traub Work
- Senior Financial Advisor @ (July 2024 - Present)
- President @ Tempo Financial Advisors, LLC (June 2008 - June 2024)
- Vice President, Client Services @ Braver Wealth Management, Inc. (January 2004 - June 2008)
- Chief Investment Officer @ Tandem Financial Services (January 1988 - January 2004)
Daniel Traub Education
- Babson F.W. Olin Graduate School of Business
MBA (Finance)
1990-1994 - Columbia University
BA (Economics)
1982-1986
Daniel Traub Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Asset Managment
- Finance
- Financial Advisory
- Financial Analysis
- Financial Modeling
- Financial Services
- High Net Worth Individuals
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Mutual Funds
- Portfolio Management
- Securities
- Series 7
- Strategy
- Valuation
- Wealth Management
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. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Finance and more. Daniel Traub has 2 emails and 1 mobile phone numbers on RocketReach.
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