Daniel Macri

Daniel Macri Email and Phone Number

Certified Financial Planner with Meridian Global Advisors @ Wagner College
Daniel Macri's Location
Staten Island, New York, United States, United States
Daniel Macri's Contact Details

Daniel Macri work email

Daniel Macri personal email

n/a

Daniel Macri phone numbers

About Daniel Macri

I offer total financial needs analysis through a network of experienced professionals with expertise in:• Advisory Services • Retirement analysis and programs• Estate Strategies• Employee Benefit and Retention Services • Business Continuation Strategies • Trust Services

Daniel Macri's Current Company Details
Wagner College

Wagner College

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Certified Financial Planner with Meridian Global Advisors
Daniel Macri Work Experience Details
  • Meridian Global Advisors
    Certified Financial Planner™ Professional
    Meridian Global Advisors Jul 2012 - Present
    2 Teleport Drive - Suite 105 Staten Island, New York 10311
    I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:• Advisory services • Retirement analysis and programs• Estate strategies• Employee benefit and retention services • Business continuation strategies Disclosure Statement:I am licensed to sell insurance in: FL, NC, NJ, NY, PA, SC, VA I am licensed to sell securities in: CA, CO, CT, FL, GA, MD, MS, NC, NJ, NY, OH, PA, SC, TX, VA, VT I am a registered representative of and offer securities and investment advisory services and fee-based financial planning through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 250 Pehle Avenue - Suite 405 Saddle Brook, New Jersey 07663 / 973-237-0100Meridian Global Advisors is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.
  • Wagner College
    Adjunct Professor
    Wagner College Aug 2004 - Present
    Staten Island, Ny
    *Teach both undergraduate and graduate level courses* Main area of concentration in finance* Consult with students regarding research for projects* Advise students as to career choices and opportunities within the financial services industry
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  • Total Estate Programs
    President
    Total Estate Programs Jan 1990 - Jul 2012

Daniel Macri Skills

Research Public Speaking Higher Education Leadership Management Student Affairs Analysis Customer Service Fundraising Marketing Nonprofit Organizations Teaching Life Insurance Estate Planning Disability Insurance Investment Management Portfolio Management Asset Management Retirement Planning Wealth Management Services Fixed Annuities Business Planning Asset Allocation Business Continuity Planning Finance Financial Services Nonprofits Financial Analysis Event Management Data Analysis Event Planning Microsoft Excel Microsoft Office Powerpoint Social Networking

Daniel Macri Education Details

Frequently Asked Questions about Daniel Macri

What company does Daniel Macri work for?

Daniel Macri works for Wagner College

What is Daniel Macri's role at the current company?

Daniel Macri's current role is Certified Financial Planner with Meridian Global Advisors.

What is Daniel Macri's email address?

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What is Daniel Macri's direct phone number?

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What schools did Daniel Macri attend?

Daniel Macri attended Mba, New York University, Saint John's University.

What skills is Daniel Macri known for?

Daniel Macri has skills like Research, Public Speaking, Higher Education, Leadership, Management, Student Affairs, Analysis, Customer Service, Fundraising, Marketing, Nonprofit Organizations, Teaching.

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