Director Of Private Investments
CurrentI work with a team of wealth advisors to source, review and deploy private investment opportunities on behalf of their clients.
Apr 2024 - Present
AeroLeads people directory · profile
Daniel Garza Email & Phone Number
Director of Private Investments at Presidio Wealth Partners
at
Presidio Wealth Partners
2 work emails found
@ey.com
1 phone found area 956
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Director of Private Investments at Presidio Wealth Partners
Location
Houston, Texas, United States
Who is Daniel Garza? Overview
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Quick answer
Daniel Garza is listed as Director of Private Investments at Presidio Wealth Partners at Presidio Wealth Partners, based in Houston, Texas, United States. AeroLeads shows a work email signal at ey.com, phone signal with area code 956, and a matched LinkedIn profile for Daniel Garza.
Daniel Garza previously worked as Director of Private Investments at Presidio Wealth Partners and Senior Associate at Riveron. Daniel Garza holds Bachelor'S Degree, Accounting And Finance from Louisiana State University.
Company email context
Email format at Presidio Wealth Partners
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{first}.{last}@ey.com
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AeroLeads found 2 current-domain work email signals for Daniel Garza. Compare company email patterns before reaching out.
Profile bio
About Daniel Garza
Daniel Garza is a Director of Private Investments at Presidio Wealth Partners at Presidio Wealth Partners. He possess expertise in microsoft office, microsoft access, microsoft excel, tax research, sales and use tax.
Listed skills include Microsoft Office, Microsoft Access, Microsoft Excel, Tax Research, and 1 others.
Current workplace
Daniel Garza's current company
Company context helps verify the profile and gives searchers a useful next step.
8 roles
Daniel Garza work experience
A career timeline built from the work history available for this profile.
Senior Associate
Business Valuation Group - Providing company and asset-level valuations for the purposes of mergers & acquisitions, tax reporting, goodwill impairment testing, and corporate strategy. Performing analysis for ASC 805, ASC 350, and other accounting standards
Oct 2023 - Apr 2024
Senior Associate - Strategy And Transactions
Business Valuation Group (Power, Renewables and Utilities) - Providing company and asset-level valuations for the purposes of mergers & acquisitions, tax reporting, goodwill impairment testing, and corporate strategy.
Apr 2021 - Jun 2023
Oct 2020 - Apr 2021
Mar 2019 - Oct 2020
Jun 2015 - Jan 2019
Associate
May 2014 - May 2015
Horse Wrangler
May 2013 - Aug 2013
1 education record
Daniel Garza education
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Louisiana State University
FAQ
Frequently asked questions about Daniel Garza
Quick answers generated from the profile data available on this page.
What company does Daniel Garza work for?
Daniel Garza works for Presidio Wealth Partners.
What is Daniel Garza's role at Presidio Wealth Partners?
Daniel Garza is listed as Director of Private Investments at Presidio Wealth Partners at Presidio Wealth Partners.
What is Daniel Garza's email address?
AeroLeads has found 2 work email signals at @ey.com for Daniel Garza at Presidio Wealth Partners.
What is Daniel Garza's phone number?
AeroLeads has found 1 phone signal(s) with area code 956 for Daniel Garza at Presidio Wealth Partners.
Where is Daniel Garza based?
Daniel Garza is based in Houston, Texas, United States while working with Presidio Wealth Partners.
What companies has Daniel Garza worked for?
Daniel Garza has worked for Presidio Wealth Partners, Riveron, Ey, Ryan, and Raymond James.
How can I contact Daniel Garza?
You can use AeroLeads to view verified contact signals for Daniel Garza at Presidio Wealth Partners, including work email, phone, and LinkedIn data when available.
What schools did Daniel Garza attend?
Daniel Garza holds Bachelor'S Degree, Accounting And Finance from Louisiana State University.
What skills is Daniel Garza known for?
Daniel Garza is listed with skills including Microsoft Office, Microsoft Access, Microsoft Excel, Tax Research, and Sales And Use Tax.
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