Daniel Ward Email & Phone Number
Vice President of Administration @ OneDigital Health and Benefits
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Daniel Ward Location
- United States
Daniel Ward Work
- 2021 - now Vice President of Administration @
- 2004 - 2022 Administrative Officer @ Westminster Consulting, LLC
- 2004 - 2012 Office Manager @ Westminster Financial
- 2004 - 2012 Investment Research Associate @ Westminster Financial
- 2004 - 2004 Intern @ Westminster Financial
Daniel Ward Education
- State University of New York College at Geneseo
Bachelor of Science (B.S.) (Business Administration and Management, General)
2002 - 2004 - Bishop Kearney
Daniel Ward Skills
- Asset Allocation
- Investments
- Investment Advisory
- Series 7
- Mutual Funds
- Series 63
- Asset Management
- Securities
- Retirement
- Wealth Management
- Portfolio Management
- Retirement Planning
- 401k
- Investment Strategies
- Strategic Financial Planning
- Pensions
- Alternative Investments
- Fixed Annuities
- Estate Planning
- Equities
- Financial Services
- Life Insurance
- Strategic Financial
Daniel Ward Summary
- Daniel Ward, based in United States, is currently a Vice President of Administration at OneDigital. Daniel Ward brings experience from previous roles at Westminster Consulting, LLC and Westminster Financial. Daniel Ward holds a 2002 - 2004 Bachelor of Science (B.S.) in Business Administration and Management, General @ State University of New York College at Geneseo. With a robust skill set that includes Asset Allocation, Investments, Investment Advisory, Series 7, Mutual Funds and more. Daniel Ward has 1 emails and 2 mobile phone numbers on RocketReach.
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Others Named Daniel Ward
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Vincent Morris
President | OneDigital Retirement + Wealth
Overland Park, KS, US
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