Jerad Daniels Email & Phone Number
Financial Advisor @ EdgeRock Wealth Management
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Jerad Daniels Location
- Denver, CO, US
Jerad Daniels Work
- Financial Advisor @ (January 2025 - Present)
- Financial Planner @ (March 2024 - January 2025)
- Paraplanner @ (January 2023 - March 2024)
- Licensed Financial Services Representative @ (August 2022 - December 2022)
- Associate Financial Services Representative @ (January 2022 - August 2022)
- Investment Research Analyst Intern @ (May 2021 - August 2021)
- Accounts Receivable Payment Processing Technician @ O'Reilly Auto Parts (February 2021 - May 2021)
- Vice President @ (December 2019 - December 2020)
- SOAR Leader @ (January 2019 - August 2020)
- Treasurer @ (December 2018 - May 2019)
- Inventory Management Intern @ (May 2018 - August 2018)
Jerad Daniels Education
- Missouri State University
Masters of Business Administration
2020-2021 - Missouri State University
Bachelor's degree (Finance, General)
2017-2020 - Rennes School of Business
Finance and Business
2019-2019
Jerad Daniels Skills
- Financial Services
- Insurance
- Fundamental Analysis
- Technical Analysis
- Organization Skills
- Problem Solving
- Leadership Accountability
- Communication
- Financial Planning
- Tax Planning
Jerad Daniels Summary
- Jerad Daniels, based in Denver, CO, US, is currently a Financial Advisor at EdgeRock Wealth Management. Jerad Daniels brings experience from previous roles at EdgeRock Wealth Management and Charles Schwab. Jerad Daniels holds a 2020 - 2021 Masters of Business Administration @ Missouri State University. With a robust skill set that includes Financial Services, Insurance, Fundamental Analysis, Technical Analysis, Organization Skills and more. Jerad Daniels has 1 emails and 1 mobile phone numbers on RocketReach.
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