Daniel Wiese Location
White Plains, NY, US
Daniel Wiese Work
- 2021 - now Senior Account Executive @ PlanGuru
- 2017 - 2021 Senior Budgeting Analyst @ PlanGuru
- 2015 - 2017 Budgeting Analyst @ PlanGuru
- 2013 - 2015 Financial Consultant @ AXA Advisors, LLC
Daniel Wiese Education
- SUNY New Paltz
Bachelor of Finance (BS) (Finance, General)
2009 - 2013
Daniel Wiese Skills
- Portfolio Management
- Financial Modeling
- Investments
- Business Analysis
- Risk Management
- Financial Analysis
- Financial Services
- Financial Planning
Daniel Wiese Summary
Daniel Wiese, based in White Plains, NY, US, is currently a Senior Account Executive at PlanGuru. Daniel Wiese brings experience from previous roles at PlanGuru and AXA Advisors, LLC. Daniel Wiese holds a 2009 - 2013 Bachelor of Finance (BS) in Finance, General @ SUNY New Paltz. With a robust skill set that includes Portfolio Management, Financial Modeling, Investments, Business Analysis, Risk Management and more. Daniel Wiese has 1 emails and 1 mobile phone numbers on RocketReach.
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