Daniel Cocco, Cpfa®, Aif®

Daniel Cocco, Cpfa®, Aif® Email and Phone Number

Certified Plan Fiduciary Advisor Accredited Investment Fiduciary @ Beacon Wealth Partners
Daniel Cocco, Cpfa®, Aif®'s Location
United States, United States
Daniel Cocco, Cpfa®, Aif®'s Contact Details

Daniel Cocco, Cpfa®, Aif® work email

Daniel Cocco, Cpfa®, Aif® personal email

Daniel Cocco, Cpfa®, Aif® phone numbers

About Daniel Cocco, Cpfa®, Aif®

Dan partners with business owners and management to design practical solutions that address the growing complexity of retirement plans and employee benefits programs. He helps to implement improvements that support both employees and companies with their financial goals while staying compliant with the latest regulations. Prior to joining the firm, Dan advised global Fortune 500 companies as a management consultant with PricewaterhouseCoopers, Ernst & Young, and Slalom Consulting focusing on the banking, insurance, automotive, and technology sectors. Dan earned a B.A. from Penn State University and an M.S. from Columbia University. He holds the Certified Plan Fiduciary Advisor (CPFA®) and Accredited Investment Fiduciary® (AIF®) credentials demonstrating knowledge, expertise, and commitment working with retirement plans.

Daniel Cocco, Cpfa®, Aif®'s Current Company Details
Beacon Wealth Partners

Beacon Wealth Partners

View
Certified Plan Fiduciary Advisor Accredited Investment Fiduciary
Daniel Cocco, Cpfa®, Aif® Work Experience Details
  • Beacon Wealth Partners
    Partner
    Beacon Wealth Partners Sep 2018 - Present
    Nutley, Nj, Us
    Partners with clients to design practical solutions addressing the growing complexity of retirement plans and employee benefits programs.
    View
  • Slalom Consulting
    Organizational Effectiveness Consultant
    Slalom Consulting Dec 2017 - Aug 2018
    Seattle, Wa, Us
    View
  • Ey
    Senior Consultant - Financial Services | People Advisory Services
    Ey Feb 2015 - Dec 2017
    London, Gb
    View
  • Pwc
    Senior Associate In Advisory
    Pwc Jul 2014 - Feb 2015
    Gb
    View
  • Pwc
    Experienced Associate In People & Change
    Pwc May 2011 - Jun 2014
    Gb
    View
  • Columbia University
    Assistant Director, Office Of Alumni & Development
    Columbia University Jul 2008 - Apr 2011
    New York, Ny, Us
    View
  • Axa Equitable
    Life Marketing Intern
    Axa Equitable Jun 2007 - Aug 2007
    New York, Ny, Us
    View

Daniel Cocco, Cpfa®, Aif® Skills

Wealth Management Tax Efficient Investing Strategies Retirement Planning Insurance Planning 401k Rollovers Strategies Financial Advisory Services Client Education Employee Benefits Asset Allocation Strategies Insurance Needs Analysis Annuity Strategies Mutual Fund Strategies Project Management Leadership Development Program Management Management Consulting Fundraising Non Profits Nonprofits Organizational Development Strategy Talent Management Change Management Marketing Business Process Improvement Business Strategy Competitive Analysis Strategic Planning Leadership Social Media Microsoft Office Data Analysis Workday Ms Project Payroll Human Resources Business Development Vendor Relationship Management

Daniel Cocco, Cpfa®, Aif® Education Details

  • Columbia University
    Columbia University
    Non-Profit/Public/Organizational Management
  • Penn State University
    Penn State University
    Public Relations

Frequently Asked Questions about Daniel Cocco, Cpfa®, Aif®

What company does Daniel Cocco, Cpfa®, Aif® work for?

Daniel Cocco, Cpfa®, Aif® works for Beacon Wealth Partners

What is Daniel Cocco, Cpfa®, Aif®'s role at the current company?

Daniel Cocco, Cpfa®, Aif®'s current role is Certified Plan Fiduciary Advisor Accredited Investment Fiduciary.

What is Daniel Cocco, Cpfa®, Aif®'s email address?

Daniel Cocco, Cpfa®, Aif®'s email address is da****@****ail.com

What is Daniel Cocco, Cpfa®, Aif®'s direct phone number?

Daniel Cocco, Cpfa®, Aif®'s direct phone number is +4420795*****

What schools did Daniel Cocco, Cpfa®, Aif® attend?

Daniel Cocco, Cpfa®, Aif® attended Columbia University, Penn State University.

What are some of Daniel Cocco, Cpfa®, Aif®'s interests?

Daniel Cocco, Cpfa®, Aif® has interest in Health.

What skills is Daniel Cocco, Cpfa®, Aif® known for?

Daniel Cocco, Cpfa®, Aif® has skills like Wealth Management, Tax Efficient Investing Strategies, Retirement Planning, Insurance Planning, 401k Rollovers Strategies, Financial Advisory Services, Client Education, Employee Benefits, Asset Allocation Strategies, Insurance Needs Analysis, Annuity Strategies, Mutual Fund Strategies.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.