Michael McDaid Email & Phone Number
Managing Director | Wealth Manager @ RetirementDNA
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Michael McDaid Location
- Broomfield, CO, US
Michael McDaid Work
- 2020 -now Managing Director | Wealth Manager @
- 2019 -2020 Financial Advisor @
- 2016 -2019 Sr. Financial Consultant @
- 2015 -2016 Financial Advisor @
Michael McDaid Education
- California State University-Long Beach
BS (Finance)
- Boston University - Metropolitan College
Certificate in Financial Planning/CFP Education (Certificate in Financial Planning/CFP Education)
Michael McDaid Skills
- Financial Planning
- Wealth Management
- Retirement Planning
- Life Insurance
- Disability Insurance
- Business Development
- Executive Benefits Strategies
- 401K Retirement Savings Plans
- Long Term Care Insurance
- IRAs
- Solution Selling
- Executive Benefit Strategies
- Strategic Partnerships
- Account Management
- Sales
- Start Ups
- Sales Operations
- ASIC
- Process Improvement
- Series 66
- Strategic Planning
- Strategy
- Sales Management
- Strategic Sales Plans
- Tactical Sales Planning
- Investment Strategies
- New Business Development
- Semiconductor Industry
- Microsoft Excel
- Cross Functional Team Leadership
- Product Management
- JavaScript
- Customer Service
- DRAM
- 401k Rollovers
- Project Management
- CRM
- Series 7
- Flash
Michael McDaid Summary
- Michael McDaid, based in Broomfield, CO, US, is currently a Managing Director | Wealth Manager at RetirementDNA. Michael McDaid brings experience from previous roles at CLG Wealth Management, TD Ameritrade and Pacific Advisors. Michael McDaid holds a BS in Finance @ California State University-Long Beach. With a robust skill set that includes Financial Planning, Wealth Management, Retirement Planning, Life Insurance, Disability Insurance and more. Michael McDaid has 3 emails and 3 mobile phone numbers on RocketReach.
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