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@daniellawfirm.com
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2 phones found area 901
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LinkedIn matched
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Benjamin Daniel, Cfp® is listed as Financial Planner at Outsourced Planning, LLC at Outsourced Planning, LLC, based in Columbus, Ohio, United States. AeroLeads shows a work email signal at daniellawfirm.com, phone signal with area code 901, and a matched LinkedIn profile for Benjamin Daniel, Cfp®.
Benjamin Daniel, Cfp® previously worked as Financial Planner at Outsourced Planning, Llc and Research Analyst at Greystone Research. Benjamin Daniel, Cfp® studied at The Ohio State University Moritz College Of Law.
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AeroLeads found 1 current-domain work email signal for Benjamin Daniel, Cfp®. Compare company email patterns before reaching out.
Financial planner working with advisors to create comprehensive financial plans for their clients.Passed the CFP® examination after obtaining New York University's certificate in financial planning. Also, passed all three examinations of the CFA® Program.Prior experience in equity research and investment operations.
Listed skills include Portfolio Management, Investments, Finance, Analysis, and 41 others.
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Carlsbad, Califronia, Us
• Create comprehensive financial plans and perform analysis for financial advisors.• Build financial plan models and model scenarios in financial planning software.• Record model assumptions and client data requests.• Document internal planning best practices and processes to streamline operations.
• Research equities and write valuation reports and articles.
• Research and review titles for property succession clauses.
• Performed fundamental investment research and analysis on domestic and international, publicly-traded and privately held corporations.
Milwaukee, Wi, Us
• Placed mutual fund trades and monitored account balances and cash positions.• Created asset allocation proposals for $50k+ portfolios with maximized returns per level of risk.• Enhanced productivity 25% by streamlining the investment system in collaboration with the senior management team.• Trained classes from 10-20 financial representatives in size and developed the investment software training program.• Created periodic performance reports with proprietary investment software.• Coordinated with Investment Specialist in servicing and meeting high net worth clients.• Reviewed and addressed compliance issues with Director of Operations.
• Analyzed industry reports, performed market research, and developed strategies to position product in $6.8B market. • Created a competitive product analysis associated with the $200M market segment for product strategy review with Johnson & Johnson’s research and legal team.
• Analyzed inventory forecasts, created reports for Sr. Buyers and coordinated shipments with international suppliers.
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Benjamin Daniel, Cfp® works for Outsourced Planning, LLC.
Benjamin Daniel, Cfp® is listed as Financial Planner at Outsourced Planning, LLC at Outsourced Planning, LLC.
AeroLeads has found 1 work email signal at @daniellawfirm.com for Benjamin Daniel, Cfp® at Outsourced Planning, LLC.
AeroLeads has found 2 phone signal(s) with area code 901 for Benjamin Daniel, Cfp® at Outsourced Planning, LLC.
Benjamin Daniel, Cfp® is based in Columbus, Ohio, United States while working with Outsourced Planning, LLC.
Benjamin Daniel, Cfp® has worked for Outsourced Planning, Llc, Greystone Research, Daniel Law Firm, Llc, Northwestern Mutual Financial Network, and Anova, Ltd..
You can use AeroLeads to view verified contact signals for Benjamin Daniel, Cfp® at Outsourced Planning, LLC, including work email, phone, and LinkedIn data when available.
Benjamin Daniel, Cfp® studied at The Ohio State University Moritz College Of Law.
Benjamin Daniel, Cfp® is listed with skills including Portfolio Management, Investments, Finance, Analysis, Financial Analysis, Legal Writing, Legal Research, and Competitive Analysis.
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