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
- Director of Wealth Management and Shareholder @ (April 2026 - Present)
- Senior Wealth Manager and Shareholder @ (January 2022 - April 2026)
- Senior Manager @ (October 2019 - December 2021)
- Tax Manager @ (October 2016 - September 2019)
- Tax Senior @ (October 2013 - September 2016)
- Tax Staff @ (October 2011 - September 2013)
- Tax Intern @ (June 2010 - August 2010)
- Intern @ (June 2009 - August 2009)
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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Top Plancorp, LLC Employees
Jeff Buckner
Founder
St. Louis, MO, US
Derek Hartley
Chief Growth Officer
St. Louis, MO, US
Jeffrey Smith
Chief Operating Officer
Chicago, IL, US
Michael Esson
Chief Information Security Officer
St. Louis, MO, US
Chad Frazier
CERTIFIED FINANCIAL PLANNERâ„¢
St. Louis, MO, US
Leo Haas
vice president
St. Louis, MO, US
Tony Fazio
Regional Director
Fresno, CA, US
Kevin Daniel
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St. Louis, MO, US
Peter Lazaroff
Chief Investment Officer
St. Louis, MO, US
Ranie Verby
Shareholder, Director of Practice Management
St. Louis, MO, US
Larry Guess
Director Exit Strategy Advisors
St. Louis, MO, US
Mike Bruno
Senior Vice-President
St. Louis, MO, US
Erwin Santiago
Director of Portfolio Management
Ballwin, MO, US
Amy Jones
Chief People Officer | Shareholder
St. Louis, MO, US
Chris Kerckhoff Jr.
President and CEO
St. Louis, MO, US
Matthew Baisden
Director of Corporate Retirement Planning
St. Louis, MO, US
Brian King
Chief Planning Officer
Ballwin, MO, US
Austin Lewis
Director of Financial Planning
St. Louis, MO, US
Jack Nations
Manager of Marketing
St. Louis, MO, US
Charley Meyer
Director
St. Louis, MO, US
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