Daniel Ward Email & Phone Number
President and Chief Executive Officer, Senior Wealth Manager @ Ward Financial
5 free lookup(s).
Daniel Ward Location
- Honolulu, HI, US
Daniel Ward Work
- 2020 - now President and Chief Executive Officer, Senior Wealth Manager @
- 2018 - 2020 Vice President and Financial Advisor @
- 2015 - 2018 Financial Advisor @
Daniel Ward Education
- University of Hawaii at Manoa
MPA (Public Administration)
2009 - 2011 - Brigham Young University - Hawaii
BA (Political Science)
2004 - 2008
Daniel Ward Skills
- Series 7
- Life Insurance
- Customer Relationship Management (CRM)
- Defining Requirements
- Annual Reports
- Microsoft Office
- Customer Relations
- Public Speaking
- Research
- Administration
- Event Planning
- Employee Relations
- Non-profits
- Financial Analysis
- Social Media
- Public Relations
- Public Administration
- Nonprofits
- Advertising
- Marketing
- Training
- Customer Service
- Leadership Development
- Recruiting
- Press Releases
- Social Networking
- Staff Development
- Strategic Communications
- Employee Training
- Social Media Marketing
- Community Outreach
- Higher Education
- Media Relations
- International Relations
- Data Analysis
- Teaching
- Policy Analysis
- Project Management
- Annuities
- Business Retirement Plans
- Individual Retirement Accounts
- Estate and Trust Services
- Insurance
- Education Savings
- Fixed-income Investments
- Financial Calculators
- Equity Investments
- Exchange-traded Funds
- Portfolio and Retirement Plan Reviews
- Saving, spending and borrowing solutions
Daniel Ward Summary
- Daniel Ward, based in Honolulu, HI, US, is currently a President and Chief Executive Officer, Senior Wealth Manager at Ward Financial. Daniel Ward brings experience from previous roles at Bankoh Investment Services, Inc. and Edward Jones. Daniel Ward holds a 2009 - 2011 MPA in Public Administration @ University of Hawaii at Manoa. With a robust skill set that includes Series 7, Life Insurance, Customer Relationship Management (CRM), Defining Requirements, Annual Reports and more. Daniel Ward has 3 emails and 1 mobile phone numbers on RocketReach.
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