Daniel Carr Email and Phone Number
Daniel Carr work email
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Daniel Carr personal email
Combined BS in Economics and Finance from Bentley University with a diverse background in advisor support and investment research across advisor and brokerage firms in the wealth management sector. I thrive turning data into actionable insights and transforming ideas into well-researched solutions.
Omni Wealth Management, Northwestern Mutual
View- Employees:
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Financial Planning AnalystOmni Wealth Management, Northwestern MutualBoston, Ma, Us
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Quantitative AnalystResolute Management, Inc. May 2024 - PresentBoston, Massachusetts, United States -
Investment Advisory Consulting AssociateCommonwealth Financial Network Sep 2021 - Mar 2024Waltham, MassachusettsDrove team strategy through the advancement of portfolio performance and advisory fees analysis, supporting a team of consultants with actionable insights. Expertly handled investment datasets and automated processes to enhance efficiency and scalability. Demonstrated ability to integrate financial tools into advisor workflows. -
Investment Research AssociateCommonwealth Financial Network Jan 2020 - Sep 2021Waltham, MassachusettsFunctioned as an asset class generalist, produced market insight reports for advisors, developed tools that enhanced the team's ability to support research requests and spearheaded process improvements for team deliverables.
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Wealth Management InternSullivankreiss Financial Jun 2019 - Aug 2019Westborough, MassachusettsEnhanced client service at Sullivan-Kreiss Financial by researching stocks and assembling financial plans. -
Market Research, M&A InternPreston Todd Advisors May 2019 - Aug 2019Boston, MassachusettsSupported the team responsible for market research across financial technology, payments and vertical software.
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Data AnalystHealthmetrics Partners Jan 2019 - Mar 2019Lexington, MassachusettsBusiness partner working with the CEO to benchmark clinical costs and optimize healthcare strategies.
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Research FellowshipBentley University 2017 - 2018Waltham, MassachusettsAwarded a competitive undergraduate fellowship at Bentley University to author a research paper on the effectiveness of communication monetary policy in developing countries.
Daniel Carr Skills
Daniel Carr Education Details
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3.8/4.0 Summa Cum Laude
Frequently Asked Questions about Daniel Carr
What company does Daniel Carr work for?
Daniel Carr works for Omni Wealth Management, Northwestern Mutual
What is Daniel Carr's role at the current company?
Daniel Carr's current role is Financial Planning Analyst.
What is Daniel Carr's email address?
Daniel Carr's email address is dc****@****lth.com
What schools did Daniel Carr attend?
Daniel Carr attended Bentley University, Bentley University - Mccallum Graduate School Of Business.
What skills is Daniel Carr known for?
Daniel Carr has skills like Leadership, Microsoft Office, Teamwork, Microsoft Word, Data Analysis, Analytical Skills, Research, Communication, Microsoft Excel, Investments, Public Speaking, Team Leadership.
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Daniel Carr
Pittsburgh, Pa -
Daniel Carr
Cambridge, Ma1javelinpharmaceuticals.com1 +170433XXXXX
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Daniel Carr
New York, Ny3equinox.com, renttherunway.com, renttherunway.com4 +121225XXXXX
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