Daniel Goss work email
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Daniel Goss personal email
Senior sales and relationship management professional with background in traditional asset/investment management, mutual funds, separate accounts, TAMPs,alternative investments, trading technology and wealth management related technologies. Experienced as a both an individual contributor and a leader of successful teams. Excellent relationship and sales management skills. Passionate about deriving solutions for clients and helping them make their financial lives more successful.
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Financial AdvisorBairdPittsburgh, Pa, Us -
Financial AdvisorBaird Oct 2022 - Present -
Financial AdvisorHefren-Tillotson, Inc. Jan 2019 - PresentWexford, Pennsylvania -
Vice PresidentPnc Wealth Management Jun 2016 - Sep 2018Greater Pittsburgh Area
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Vice President/ Premier Relationship ManagerCitizens Financial Group, Inc. Jun 2015 - Jun 2016 -
Vice President Northeast RegionGravity Investments & Gravity Capital Partners Feb 2015 - Jun 2015Greater Pittsburgh AreaGravity Capital Partners works with Registered Investment Advisors,Investment Managers, Family offices, Insurance companies and Banks/Trust Departments in a collaborative fashion as a strategic sub advisor to measure, manage and improve portfolio diversification, educate clients and increase your assets under management. We work with money managers and institutions as strategic sub advisors to create risk management overlays or Diversification Weighted® product sleeves. -
Account ExecutiveBroadridge 2011 - 2013PittsburghAccess Data Corp., a Broadridge Company, is a leader in enterprise data management, analysis and reporting for the financial services industry. Today, more than 50 leading asset management firms utilize our proprietary technology and services to solve a growing problem in the financial services industry, the lack of data transparency.Access Data aggregates and enhances sales and asset data from all recordkeeping sources, across all distribution platforms. We then transform your sales data into a valuable business asset that can be leveraged by your distribution, compliance and finance business areas to improve the management of critical business processes and drive strategies for growth
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Regional Vice PresidentPw Campbell 2010 - 2011PWCampbell is a leading design/build firm providing comprehensive facilities expertise for financial institutions. By centrally coordinating everything from strategic planning and market-driven site selection to customer-tailored architectural designs and quality construction, PWCampbell enhances the efficiency and effectiveness of retail branches, main offices and operations centers. Headquartered in Pittsburgh, PA, the third-generation family owners are committed to expert design and high quality construction, including the use of local market resources. -
Vice President - SalesFoliodynamix 2007 - Dec 2008Sales and sales support for investment products (SMA, Unified Overlay, Due diligence) and an integrated front end suite for wealth management segment including trust, brokerage, and RIA firms. -
Vice PresidentSungard - Now Part Of Fis 2007 - 2008Responsible for sales and business development for managed accounts within the Wealth management segment primarily through Unified Overlay Management Program - the integration of multiple money manager models into a single account. -
SalesFederated Investors 1990 - 2007Sales and business development for investment management company
Daniel Goss Skills
Daniel Goss Education Details
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Economics, Political Science
Frequently Asked Questions about Daniel Goss
What company does Daniel Goss work for?
Daniel Goss works for Baird
What is Daniel Goss's role at the current company?
Daniel Goss's current role is Financial Advisor.
What is Daniel Goss's email address?
Daniel Goss's email address is da****@****ren.com
What schools did Daniel Goss attend?
Daniel Goss attended Bucknell University, Deerfield Academy.
What are some of Daniel Goss's interests?
Daniel Goss has interest in Fly Fishing, Coaching Water Polo.
What skills is Daniel Goss known for?
Daniel Goss has skills like Customer Relations, Asset Management, Mutual Funds, New Business Development, Investments, Account Management, Salesforce.com, Problem Solving, Consultative Selling, Key Account Management, Asset Managment, Selling.
Not the Daniel Goss you were looking for?
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Daniel Goss
Austin, Tx1hive9.com3 +171772XXXXX
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2wachovia.com, bankofamerica.com1 (866) 6XXXXXXX
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Daniel Goss
Greater Minneapolis-St. Paul Area2gmail.com, perforce.com -
Daniel Goss
Principal Broker, Eugene Real Estate At Keller Williams Realty Eugene & SpringfieldEugene, Or3kw.com, aol.com, msn.com9 +154172XXXXX
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Daniel Goss
Junior Developer And Graduate Of The University Of Denver Full Stack Coding BootcampArvada, Co2 +171968XXXXX
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