Daniel Walker Location
- Bainbridge Island, WA, US
Daniel Walker Work
- 2025 - now Senior Family Advisor @
- 2023 - 2025 Financial Consultant @
- 2021 - 2023 Head of Family Office @ Ness Industries
- 2015 - 2021 Director and Relationship Manager @
- 2010 - 2015 Financial Consultant @
- 2002 - 2010 Financial Advisor @
Daniel Walker Education
- University of Washington
Bachelor of Arts (B.A.) (Japanese Linguistics)
1998 - 2001
Daniel Walker Skills
- Financial Advisory
- Finance
- Portfolio Management
- Retirement Planning
- Mutual Funds
- Financial Modeling
- Asset Management
- Financial Services
- Wealth Management
- Series 7
- Financial Analysis
- Management
- Banking
- Business Development
- Risk Management
- Strategy
- Project Management
Daniel Walker Summary
- Daniel Walker, based in Bainbridge Island, WA, US, is currently a Senior Family Advisor at Parcion Private Wealth. Daniel Walker brings experience from previous roles at Fidelity Investments, Ness Industries and Silicon Valley Bank. Daniel Walker holds a 1998 - 2001 Bachelor of Arts (B.A.) in Japanese Linguistics @ University of Washington. With a robust skill set that includes Financial Advisory, Finance, Portfolio Management, Retirement Planning, Mutual Funds and more. Daniel Walker has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Parcion Private Wealth Employees
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Kalena Laurent
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