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Daniel Rosier Email & Phone Number
Paraplanner
at
Dorothy J. Cole - Fee-Only Financial Planning
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Paraplanner
Location
Eagle Mountain, Utah, United States
Company size
Who is Daniel Rosier? Overview
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Quick answer
Daniel Rosier is listed as Paraplanner at Dorothy J. Cole - Fee-Only Financial Planning, a with 8 employees, based in Eagle Mountain, Utah, United States. AeroLeads shows a matched LinkedIn profile for Daniel Rosier.
Daniel Rosier previously worked as Financial Planning Assistant at Dorothy J. Cole - Fee-Only Financial Planning and Financial Representative at Modern Woodmen Of America. Daniel Rosier holds Finance And Financial Management Services from Brigham Young University.
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Dorothy J. Cole - Fee-Only Financial Planning
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Profile bio
About Daniel Rosier
I'm a sophomore in the Business Finance Program at the Brigham Young University Marriott School of Business, expecting to graduate in 2026. I'm actively seeking opportunities in Financial Advising, Private Banking, and Portfolio Management. I'm passionate about making a difference in the lives of those I connect with, and my goal is to pursue a career that allows me to do this!
Current workplace
Daniel Rosier's current company
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Dorothy J. Cole - Fee-Only Financial Planning
8 roles
Daniel Rosier work experience
A career timeline built from the work history available for this profile.
Financial Planning Assistant
Financial Representative
Financial advising with a special focus on client wellbeing and satisfaction. Within this role, I work alongside my clients to get a thorough look at their financial needs/goals, analyze available strategies, and offer a comprehensive approach to help them accomplish those goals.
Entity Management Specialist
Soulence Tax And Wealth Advisors
Entity Management Specialist for Soulence Tax and Wealth Advisors. Responsibilities include assisting accountants within the office and helping clients maintain their businesses to take advantage of tax strategies. I assisted by maintaining client relations daily, helping clients establish business entities, and aiding them in executing entity maintenance filings. During my employment at Soulence Tax and Wealth Advisors, I also held a variety of additional roles related to onboarding, client payroll, and invoicing.
Jan 2022 - Jan 2024
Bench Technician
Responsibilities include analyzing clients' computers (hardware and software), identifying issues, coming up with practical/economic solutions, and recommending products and services based on client needs. Our work was people-centered, focused on providing clients with the most excellent service possible.
Sep 2021 - Jan 2022
Registered Behavior Technician
Sage Health Services
Worked alongside Behavior Analysts to teach autistic children life and learning skills. Work was one-on-one with each child in an effort to prepare them to lead successful lives.
Jun 2021 - Sep 2021
General Laborer
The company primarily took home-remodeling contracts and small commercial jobs. As a team, we focused on detail and quality while still delivering within the prospected time-line. We did everything from framing and drywall to flooring to painting and minor detail touch-up.
Jun 2019 - Dec 2019
Front Of House Associate
Customer care was the primary position responsibility, from the ordering process to filling and running their food. Front of House Associates acted as the "face" of the company, and the goal was to build rapport with each customer that came in.
Feb 2019 - Jul 2019
1 education record
Daniel Rosier education
FAQ
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Quick answers generated from the profile data available on this page.
What company does Daniel Rosier work for?
Daniel Rosier works for Dorothy J. Cole - Fee-Only Financial Planning.
What is Daniel Rosier's role at Dorothy J. Cole - Fee-Only Financial Planning?
Daniel Rosier is listed as Paraplanner at Dorothy J. Cole - Fee-Only Financial Planning.
Where is Daniel Rosier based?
Daniel Rosier is based in Eagle Mountain, Utah, United States while working with Dorothy J. Cole - Fee-Only Financial Planning.
What companies has Daniel Rosier worked for?
Daniel Rosier has worked for Dorothy J. Cole - Fee-Only Financial Planning, Modern Woodmen Of America, Soulence Tax And Wealth Advisors, Computer Repair Specialists, and Sage Health Services.
How can I contact Daniel Rosier?
You can use AeroLeads to view verified contact signals for Daniel Rosier at Dorothy J. Cole - Fee-Only Financial Planning, including work email, phone, and LinkedIn data when available.
What schools did Daniel Rosier attend?
Daniel Rosier holds Finance And Financial Management Services from Brigham Young University.
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