Daniel P.
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Daniel P. Email & Phone Number

CEO of Perfectna at Perfectna
Location: Carlsbad, California, United States 10 work roles 1 school
1 phone found area 844 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 86%

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Direct phone (844) ***-****
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Current company
Perfectna
Role
CEO of Perfectna
Location
Carlsbad, California, United States

Who is Daniel P.? Overview

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Quick answer

Daniel P. is listed as CEO of Perfectna at Perfectna, based in Carlsbad, California, United States. AeroLeads shows phone signal with area code 844 and a matched LinkedIn profile for Daniel P..

Daniel P. previously worked as Founder at Perfectna and Strategic Solutions Consultant at Odyssey Computing, Inc.. Daniel P. holds Ba, Finance from University Of San Diego.

Profile bio

About Daniel P.

Values in a nutshell:- Work your butt off. There just isn't an easy way. - A person is only their actions. - It's not about where you start, it's how you finish.- Win a good, honest FIGHT. & Always WIN.- Maintain Honor, Courage and Commitment in everything you do.- Make time to help and mentor those who are hungry to learn - the benefit will out-weigh the task.

Current workplace

Daniel P.'s current company

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Perfectna
Perfectna
CEO of Perfectna
10 roles · 26 years

Daniel P. work experience

A career timeline built from the work history available for this profile.

Founder

Current
Perfectna

San Diego

Perfectna is a leading parent company with two subsidiaries in finance. Perfectna specializes in wealth and risk management, trading, and building investment portfolios. Our mission is to provide straightforward financial solutions for our clients.

Jul 2012 - Present

Retail Forex Trader

Private Investment

San Diego

Retail currency trader with over eight years of experience. Trading techniques are using a purely technical approach and employing algorithmic trading systems with a focus on Quantitative trading models. Other fields of expertise include: Automated Trading Systems, Spot FX Trading, Portfolio Management, Introducing Brokering, Signal Providing Platforms.

Aug 2005 - Jul 2013

Banker

Wells Fargo Bank

San Diego

Develop new deposit, loan and treasury management business from companies operating in the 2-20 million-revenue range. Associated with numerous networking groups to include: CCIM, SDAR Commercial, USD Business School, ULI, ICSC, RMA, EO, UCSD Connect and Demo

Feb 2011 - Jul 2012

Major - Finance

San Diego

Personal achievements include developing successful business models, one of which took 1st place at the 2010 University of San Diego’s (USD) Business Plan Competition (30 Applicants), and 2nd place winner of the 2010 Entrepreneurs’ Organization Regional Business Plan Competition held at University of Southern California (USC) (5,000 Applicants).Check out.

Aug 2006 - Dec 2010

Financial Consultant (Intern)

Northwestern Mutual Financial Network

Greater San Diego Area

Financial representative for a Fortune 100 Financial Services Firm. Specialized in various risk management insurance products. Listed in Vault Guide as a Top 10 internship program in the U.S. for 12 straight years.-Specialized in asset risk protection, and life insurance products

2008 - 2009 ~1 yr

Retail Sales & Leasing (Licensed Intern)

San Diego

Commercial real estate advisor for Sperry Van Ness. Represented retail property owners in the acquisition, disposition and leasing of properties throughout San Diego County.- Assisted in the closing of over 100,000 SF of retail leasing space and $15 million in commercial property sales- Examined and evaluated prospective commercial assets and development.

Jan 2007 - Aug 2008

Ex- Military Placement Recruiter

Bradley-Morris, Inc.

San Diego

Recruited, sourced, and developed candidates for various Fortune 500 companies. While covering thirteen states, developed relationships with Presidents, CEO’s, and Executives in order to meet corporate recruiting expectations.- Promoted to regional candidate manager in less than five months- Increased sales by 70% in a thirteen state territory over two.

Jan 2005 - Aug 2006

Petty Officer 2Nd Class / Small Arms Tactics Instructor

Pearl Harbor

Work Center Supervisor / Weapon & Tatics InstructorHoned leadership, communication and problem solving skills while patriotically serving for five years in the United States Navy. - Managed over 20 personnel and 300 million dollars worth of Naval Weaponry Equipment and Ordinance at the age of 21- Performed M.I.O. (Maritime Interdiction Operations) and.

2000 - 2005 ~5 yrs

Founder

Twin Nifties

North Shore, Haleiwa HI

Founded a surfboard and clothing company out of North shore Oahu. Created custom hand shaped surfboards for my fellow Air-force, Navy, Marine and Army military service men and women.

Jun 2002 - Oct 2004
1 education record

Daniel P. education

FAQ

Frequently asked questions about Daniel P.

Quick answers generated from the profile data available on this page.

What company does Daniel P. work for?

Daniel P. works for Perfectna.

What is Daniel P.'s role at Perfectna?

Daniel P. is listed as CEO of Perfectna at Perfectna.

What is Daniel P.'s phone number?

AeroLeads has found 1 phone signal(s) with area code 844 for Daniel P. at Perfectna.

Where is Daniel P. based?

Daniel P. is based in Carlsbad, California, United States while working with Perfectna.

What companies has Daniel P. worked for?

Daniel P. has worked for Perfectna, Odyssey Computing, Inc., Private Investment, Wells Fargo Bank, and University Of San Diego.

How can I contact Daniel P.?

You can use AeroLeads to view verified contact signals for Daniel P. at Perfectna, including work email, phone, and LinkedIn data when available.

What schools did Daniel P. attend?

Daniel P. holds Ba, Finance from University Of San Diego.

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