Who is Daniel Gunnell, Cfa? Overview
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Quick answer
Daniel Gunnell, Cfa is listed as FP and A Lead at Neon, based in San Francisco, California, United States. AeroLeads shows a work email signal at twilio.com and a matched LinkedIn profile for Daniel Gunnell, Cfa.
Daniel Gunnell, Cfa previously worked as FP&A Lead at Neon and Head of Strategic Finance at Scratchpad. Daniel Gunnell, Cfa holds Bachelor Of Arts (B.A.), Economics, Statistics from University Of California, Berkeley.
Company email context
Email format at Neon
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*@twilio.com
68% confidence
AeroLeads found 1 current-domain work email signal for Daniel Gunnell, Cfa. Compare company email patterns before reaching out.
Profile bio
About Daniel Gunnell, Cfa
Daniel Gunnell, Cfa is a FP and A Lead at Neon. He possess expertise in financial analysis, statistics, sql, r, python and 10 more skills.
Listed skills include Financial Analysis, Statistics, Sql, R, and 11 others.
Current workplace
Daniel Gunnell, Cfa's current company
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9 roles
Daniel Gunnell, Cfa work experience
A career timeline built from the work history available for this profile.
Fp&A Lead
Current
Aug 2024 - Present
Head Of Strategic Finance
Apr 2023 - Aug 2024
Director, Fp&A
Aug 2022 - Mar 2023
Gtm Finance - Senior Manager
Apr 2021 - Sep 2022
Gtm Finance - Manager
Apr 2020 - Apr 2021
Gtm Finance - Senior Financial Analyst
Jun 2018 - Apr 2020
Associate
- Experience in financial analysis/modeling, comprehensive wealth planning, and the resolution of challenges typically faced by high net worth investors. Clients included Fortune 500 executives, entrepreneurs, and.
- Created custom models/analyses to inform and advise on complex financial decisions including, inter alia: asset allocation, estate planning considerations, private equity/venture capital commitments, insurance contracts
- Analyzed asset allocation using financial analysis software (Zephyr StyleAdvisor) to advise on optimal changes to client portfolios given a set of objectives and constraints
- Developed a new financial statement template (in Excel) that was compatible with internal database. This increased efficiency of updating financial statements by ~95% and saved ~850 hours of work per year
- Customized Monte-Carlo model for projecting future net worth to help advise clients considering complex financial planning strategies including wealth transfer
- Updated asset allocation model resulting in changes to the firm’s model portfolios used for all clients
Jun 2016 - Jun 2018
Analyst
Jul 2014 - Jun 2016
1 education record
Daniel Gunnell, Cfa education
-
University Of California, Berkeley
FAQ
Frequently asked questions about Daniel Gunnell, Cfa
Quick answers generated from the profile data available on this page.
What company does Daniel Gunnell, Cfa work for?
Daniel Gunnell, Cfa works for Neon.
What is Daniel Gunnell, Cfa's role at Neon?
Daniel Gunnell, Cfa is listed as FP and A Lead at Neon.
What is Daniel Gunnell, Cfa's email address?
AeroLeads has found 1 work email signal at @twilio.com for Daniel Gunnell, Cfa at Neon.
Where is Daniel Gunnell, Cfa based?
Daniel Gunnell, Cfa is based in San Francisco, California, United States while working with Neon.
What companies has Daniel Gunnell, Cfa worked for?
Daniel Gunnell, Cfa has worked for Neon, Scratchpad, Gitlab, Twilio, and Brownson, Rehmus & Foxworth.
How can I contact Daniel Gunnell, Cfa?
You can use AeroLeads to view verified contact signals for Daniel Gunnell, Cfa at Neon, including work email, phone, and LinkedIn data when available.
What schools did Daniel Gunnell, Cfa attend?
Daniel Gunnell, Cfa holds Bachelor Of Arts (B.A.), Economics, Statistics from University Of California, Berkeley.
What skills is Daniel Gunnell, Cfa known for?
Daniel Gunnell, Cfa is listed with skills including Financial Analysis, Statistics, Sql, R, Python, Data Analysis, Corporate Finance, and Investments.
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