Associate, CFO Services @ (June 2023 - March 2025)
Operations Associate @ (July 2021 - June 2023)
Finance Intern @ (July 2020 - July 2021)
Student @ (September 2016 - July 2020)
Utility Intern @ (June 2019 - September 2019)
Junior Coach @ Oakland Strokes Rowing Club (June 2016 - August 2016)
Rhys Daniel Education
Oregon State University
Bachelor's degree (Finance, General)
2016-2020
Piedmont High School
High School
2012-2016
Rhys Daniel Skills
AP
Accounts Payable
Accounts Receivable (AR)
Addepar
Client Relations
Communication
Datafaction
Excel
Eze Castle
Leadership
Management
Mathematics
Microsoft Excel
Microsoft Office
Microsoft PowerPoint
Microsoft Word
Public Speaking
QuickBooks
Rowing
Salesforce
Rhys Daniel Summary
Rhys Daniel, based in Oakland, CA, US, is currently a Associate Director, CFO Services at Cresset. Rhys Daniel brings experience from previous roles at Cresset, True Capital Management and Oregon State University. Rhys Daniel holds a 2016 - 2020 Bachelor's degree in Finance, General @ Oregon State University. With a robust skill set that includes AP, Accounts Payable, Accounts Receivable (AR), Addepar, Client Relations and more. Rhys Daniel has 1 emails on RocketReach.
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