Daniel Wiese Email & Phone Number
Senior Account Executive @ PlanGuru
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Daniel Wiese Location
- White Plains, NY, US
Daniel Wiese Work
- Senior Account Executive @ (December 2021 - Present)
- Senior Budgeting Analyst @ (June 2017 - December 2021)
- Budgeting Analyst @ (August 2015 - June 2017)
- Financial Consultant @ (July 2013 - July 2015)
Daniel Wiese Education
- SUNY New Paltz
Bachelor of Finance (BS) (Finance, General)
2009-2013
Daniel Wiese Skills
- AI Automation
- Consultative Selling
- Financial Planning and Analysis (FP&A)
- HubSpot
- Product Demonstration
- SaaS Sales
- Sales Prospecting
- Workflow Automation
- n8n
- 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 AI Automation, Consultative Selling, Financial Planning and Analysis (FP&A), HubSpot, Product Demonstration and more. Daniel Wiese has 1 emails and 1 mobile phone numbers on RocketReach.
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