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Daniel Carr Email & Phone Number
Financial Planning Analyst
at
Omni Wealth Management, Northwestern Mutual
1 work email found
@commonwealth.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Planning Analyst
Location
Boston, Massachusetts, United States
Company size
Who is Daniel Carr? Overview
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Quick answer
Daniel Carr is listed as Financial Planning Analyst at Omni Wealth Management, Northwestern Mutual, a with 18 employees, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at commonwealth.com and a matched LinkedIn profile for Daniel Carr.
Daniel Carr previously worked as Quantitative Analyst at Resolute Management, Inc. and Investment Advisory Consulting Associate at Commonwealth Financial Network. Daniel Carr holds Bachelor Of Science, Economics-Finance, 3.8/4.0 Summa Cum Laude from Bentley University.
Company email context
Email format at Omni Wealth Management, Northwestern Mutual
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{first_initial}{last}@commonwealth.com
86% confidence
AeroLeads found 1 current-domain work email signal for Daniel Carr. Compare company email patterns before reaching out.
Profile bio
About Daniel Carr
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.
Listed skills include Leadership, Microsoft Office, Teamwork, Microsoft Word, and 12 others.
Current workplace
Daniel Carr's current company
Company context helps verify the profile and gives searchers a useful next step.
Omni Wealth Management, Northwestern Mutual
Employees
18
AeroLeads page
8 roles · 10 years
Daniel Carr work experience
A career timeline built from the work history available for this profile.
Quantitative Analyst
Investment Advisory Consulting Associate
Drove 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.
Sep 2021 - Mar 2024
Investment Research Associate
Functioned 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.
Jan 2020 - Sep 2021
Wealth Management Intern
Enhanced client service at Sullivan-Kreiss Financial by researching stocks and assembling financial plans.
Jun 2019 - Aug 2019
Market Research, M&A Intern
Preston Todd Advisors
Supported the team responsible for market research across financial technology, payments and vertical software.
May 2019 - Aug 2019
Data Analyst
Healthmetrics Partners
Business partner working with the CEO to benchmark clinical costs and optimize healthcare strategies.
Jan 2019 - Mar 2019
Research Fellowship
Awarded a competitive undergraduate fellowship at Bentley University to author a research paper on the effectiveness of communication monetary policy in developing countries.
2017 - 2018
~1 yr
2 education records
Daniel Carr education
Bachelor Of Science, Economics-Finance, 3.8/4.0 Summa Cum Laude
FAQ
Frequently asked questions about Daniel Carr
Quick answers generated from the profile data available on this page.
What company does Daniel Carr work for?
Daniel Carr works for Omni Wealth Management, Northwestern Mutual.
What is Daniel Carr's role at Omni Wealth Management, Northwestern Mutual?
Daniel Carr is listed as Financial Planning Analyst at Omni Wealth Management, Northwestern Mutual.
What is Daniel Carr's email address?
AeroLeads has found 1 work email signal at @commonwealth.com for Daniel Carr at Omni Wealth Management, Northwestern Mutual.
Where is Daniel Carr based?
Daniel Carr is based in Boston, Massachusetts, United States while working with Omni Wealth Management, Northwestern Mutual.
What companies has Daniel Carr worked for?
Daniel Carr has worked for Omni Wealth Management, Northwestern Mutual, Resolute Management, Inc., Commonwealth Financial Network, Sullivankreiss Financial, and Preston Todd Advisors.
How can I contact Daniel Carr?
You can use AeroLeads to view verified contact signals for Daniel Carr at Omni Wealth Management, Northwestern Mutual, including work email, phone, and LinkedIn data when available.
What schools did Daniel Carr attend?
Daniel Carr holds Bachelor Of Science, Economics-Finance, 3.8/4.0 Summa Cum Laude from Bentley University.
What skills is Daniel Carr known for?
Daniel Carr is listed with skills including Leadership, Microsoft Office, Teamwork, Microsoft Word, Data Analysis, Analytical Skills, Research, and Communication.
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