Kevin Daniel Email & Phone Number
Director of Wealth Management and Shareholder @ Plancorp, LLC
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Kevin Daniel Location
- St. Louis, MO, US
Kevin Daniel Work
- 2026 -now Director of Wealth Management and Shareholder @
- 2022 -2026 Senior Wealth Manager and Shareholder @
- 2019 -2021 Senior Manager @
- 2016 -2019 Tax Manager @
- 2013 -2016 Tax Senior @
- 2011 -2013 Tax Staff @
- 2010 -2010 Tax Intern @
- 2009 -2009 Intern @
Kevin Daniel Education
- Indiana University - Kelley School of Business 2007-2011
Kevin Daniel Skills
- Accounting
- Tax
- Microsoft Excel
- Financial Analysis
- Microsoft Office
- Financial Statements
- Finance
- Financial Reporting
- PowerPoint
- Auditing
- Financial Accounting
- GAAP
- Financial Modeling
- US GAAP
- CPA
- Voluntary
- Tau
- Scholarships
- Programming
- JavaScript
- Handling Money
- HTML
- Foundation
- Project Management
- Portfolio
- Financial Transactions
- Income Tax
- Analysis
- Community Service
- Brokers
- Securities
- Microsoft Access
- Proposal Writing
- Community
- Client Meetings
- Software Lifecycle
- Philanthropy
- Jordan
- Client Accounts
- Indiana
- Strategic Planning
- Hospitals
- Raising
Kevin Daniel Summary
- Kevin Daniel, based in St. Louis, MO, US, is currently a Director of Wealth Management and Shareholder at Plancorp Wealth Management. Kevin Daniel brings experience from previous roles at Plancorp Wealth Management and EY. Kevin Daniel holds a 2007 - 2011 Indiana University - Kelley School of Business. With a robust skill set that includes Accounting, Tax, Microsoft Excel, Financial Analysis, Microsoft Office and more. Kevin Daniel has 1 emails and 1 mobile phone numbers on RocketReach.
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