Jared McDaniel Email & Phone Number
Wealth Advisor @ Cornerstone Wealth Group, LLC
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Jared McDaniel Location
- Tampa, FL, US
Jared McDaniel Work
- 2024 -now Wealth Advisor @
- 2014 -2024 Senior Investment Consultant @
- 2012 -2014 Vice President - Investment Strategy Group @ Sentinel Investments
- 2008 -2012 Vice President - Investment Strategist @
- 2005 -2008 Assistant Vice-President, Finance Equity Proprietary Trading @
- 2002 -2005 Senior Tax Accountant, Supervisor @
- 1999 -2002 State and Local Tax (SALT) Associate @
Jared McDaniel Education
- University of South Florida - College of Business Administration
MBA (Finance, International Finance and Banking)
2003-2005 - University of Florida - Warrington College of Business
M.S.Acc. (Masters in Accounting, Specialization Tax)
2000-2001 - University of Florida - Warrington College of Business
B.S.Acc. (Accounting)
1995-1999 - Shorecrest Preparatory School 1991-1995
Jared McDaniel Summary
- Jared McDaniel, based in Tampa, FL, US, is currently a Wealth Advisor at Cornerstone Wealth Group, LLC. Jared McDaniel brings experience from previous roles at City National Rochdale, Sentinel Investments and Deutsche Bank. Jared McDaniel holds a 2003 - 2005 MBA in Finance, International Finance and Banking @ University of South Florida - College of Business Administration. Jared McDaniel has 3 emails and 1 mobile phone numbers on RocketReach.
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