Josh Daniel Email & Phone Number
Vice President @ DiMeo Schneider & Associates, L.L.C.
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Josh Daniel Location
- Chicago, IL, US
Josh Daniel Work
- Vice President @ (October 2026 - Present)
- Associate Director, Consulting Analytics @ (March 2026 - October 2026)
- Manager and Senior Analyst - Consulting Analytics @ (January 2023 - March 2026)
- Senior Analyst and Team Lead - Consulting Analytics @ (July 2022 - January 2023)
- Consulting Analyst @ (August 2021 - July 2022)
- Investment and Performance Analyst @ Strategic Capital Investment Advisors (April 2015 - December 2020)
- Graduate Admissions Recruiter @ (October 2010 - March 2015)
- Branch Operations Manager @ (August 2005 - February 2010)
Josh Daniel Education
- California State University, Chico
B.S. Business Administration (Marketing)
- DeVry University
B.S. Business Administration (Finance)
Josh Daniel Skills
- Account Management
- Advertising
- Analytical Skills
- Bloomberg
- Client Relations
- Cold Calling
- Consultative Selling
- Digital Marketing
- Direct Sales
- Finance
- Financial Reporting
- Inside Sales
- Investment Advisory Services
- Investments
- Lead Generation
- Leadership
- Management
- Market Research
- Marketing
- Marketing Communications
- Marketing Strategy
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Morningstar
- New Business Development
- Outside Sales
- Performance Analysis
- Qualifying Prospects
- Research
- SaaS
- Sales
- Sales Prospecting
- Salesforce.com
- Social Media Marketing
- Team Building
- eVestment Alliance
Josh Daniel Summary
- Josh Daniel, based in Chicago, IL, US, is currently a Vice President at Wealthspire Institutional. Josh Daniel brings experience from previous roles at Wealthspire Institutional. Josh Daniel holds a B.S. Business Administration in Marketing @ California State University, Chico. With a robust skill set that includes Account Management, Advertising, Analytical Skills, Bloomberg, Client Relations and more. Josh Daniel has 3 emails and 2 mobile phone numbers on RocketReach.
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Top DiMeo Schneider & Associates, L.L.C. Employees
Karen Paulson
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Hartford, CT, US
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Timothy Ng
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Stamford, CT, US
Bradford Long
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Northbrook, IL, US
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Maitland, FL, US
Devon Francis
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Rocky Hill, CT, US
Anthony Tranghese
Managing Partner
Windsor, CT, US
Brian Carlson
Partner, Senior Consultant
Chicago, IL, US
James Jensen
Partner, Senior Consultant
Chicago, IL, US
Michael Chase
Partner, Head of Endowments and Foundations and OCIO
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Alexander Weiss
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Chicago, IL, US
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Vice President
Chicago, IL, US
Nicholas Breit
Partner, Director of Financial Planning
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Tyler Polk
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