Rob Danuloff Email & Phone Number
Wealth Manager @ Pinnacle Wealth Planning Services, Inc.
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Rob Danuloff Location
- Ontario, Ohio, United States
Rob Danuloff Work
- Wealth Manager @ (October 2024 - Present)
- CEO, Investment Advisor and Financial Planner @ Danuloff Financial Services (April 2008 - October 2024)
- Senior Business Analyst Lead @ (June 2005 - April 2008)
- Senior Financial Services Consultant @ (June 1999 - June 2005)
Rob Danuloff Education
- Wright State University 2003-2005
- Case Western Reserve University 1995-1999
Rob Danuloff Skills
- Retirement Planning
- Wealth Management
- Investments
- Financial Services
- Financial Planning
- Strategic Financial Planning
- Portfolio Management
- Finance
- Financial Advisory
- Retirement
- Investment Management
- Fixed Income
- Investment Advisory
- 401k
- Securities
- Mutual Funds
- Strategic Planning
- Business Analysis
- Asset Management
- Asset Allocation
- Financial Planners
- Small Business
- Life Insurance
- Equities
- Investment Strategies
- Series 63
- Financial Analysis
- Asset Managment
- Requirements Analysis
- Estate Planning
- Annuities
- Business Process Re-engineering
- Risk Management
- Testing
- Project Management
- Software Development Life Cycle (SDLC)
- Mergers & Acquisitions
- Product Management
- SQL
- Management
- IRAs
- Wealth Management Services
- Functional Analysis
- Equity Research Analysis
- Personal Financial Planning
- Retirement Savings
- Series 7
- Experienced Business Analyst
- Agile Methodologies
- Agile & Waterfall Methodologies
- Fixed Annuities
- Insurance
- Business Process Re Engineering
- 401k Retirement Savings Plans
- College Savings Plans
- Mergers and Acquisitions
- Software Development Life Cycle Sdlc
- Agile And Waterfall Methodologies
- Software Development Life Cycle
- 401 Retirement Savings Plans
Rob Danuloff Summary
- Rob Danuloff, based in Ontario, Ohio, United States, is currently a Wealth Manager at Pinnacle Advisors. Rob Danuloff brings experience from previous roles at Danuloff Financial Services, JPMorgan Chase & Co. and Accenture. Rob Danuloff holds a 2003 - 2005 Wright State University. With a robust skill set that includes Retirement Planning, Wealth Management, Investments, Financial Services, Financial Planning and more. Rob Danuloff has 3 emails and 1 mobile phone numbers on RocketReach.
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