Daniel Honsberger, Cfp® Email & Phone Number

Midlothian, VA, US

Chesterfield County, Virginia, United States

Officer of election for Chesterfield County, working the polls on election day to help ensure fair and accurate elections.

Richmond, Virginia, United States

Joined CW Advisors as part of the acquisition of Agili, P.C. As a Wealth Manager, I worked with clients on a personal level to develop and implement their financial plans so that they can achieve their goals.

Richmond, Virginia

As a Financial Strategist, I work with our clients on a personal level to develop and implement their financial plans so that they can achieve their goals.

Richmond, Virginia Area

As a Financial Planning Analyst, I work with our clients on a personal level to develop and implement their financial plans so that they can achieve their goals. I also provide financial strategy and investment management to some clients.

Richmond, Virginia Area

Lead a team of high performing associates, providing CFO-like Financial support to a portfolio of 8 Retail Credit Card portfolios. Liaison between the Finance organization and Business decision-makers, utilizing a detailed understanding of core business and financial concepts, and an ability to both speak with common language and navigate complex corporate.

Richmond, Virginia Area

Chosen to lead a class of 12 new hires, one of two groups to join per year. Provide guidance as a mentor and strategic adviser. Consult with work managers in navigating challenges with performance management, associate development, etc.

Richmond, Virginia Area

Responsible for day-to-day financial support of Capital One's Card Partnership business, including 3 loan portfolios. Managed, developed, and mentored a team of 2 associates. Supported the acquisition of the HSBC Credit Card business, with efforts ranging from financial modeling and valuation to contract review and conversion support.

Richmond, Virginia Area

Responsible for day-to-day financial support of Capital One's Card Partnership business, including 3 loan portfolios. Managed, developed, and mentored 1 associate. Supported the acquisition of the Sony and Kohl’s partnership card portfolios, with efforts ranging from financial modeling and valuation to contract review and conversion support.

Richmond, Virginia Area

US Card - Upmarket business segmentUS Card - Mainstreet business segmentUS Card - Marketing analysis

Richmond, Virginia Area

US Card FinanceInstallment Loans FinanceHorizontal Financial Management

Columbus, Ohio Area

Internship providing support to Consolidation and Financial Reporting organization.

Bsba, Accounting

Activities and Societies: Honors Accounting Program; ESL Conversation Partner;

Education record

Certificate, Financial Planning