Daniel Sharkey Email & Phone Number

Successful Tech/software start-up executive turned financial advisor working with a select group of tech industry entrepreneurs effectively manage the many issues beyond investing. Majority of my clients are founders-technology-based and my past experience allows me to have a better understanding of the many issues they will need to manage through including liquidity events and how to best plan for them in advance based on specific goals they wish to accomplish beyond just the sale. I am uniquely experienced to understand their situation and their language. We have an extensive network and roster of clients that we make available to help folks learn from people who have been there before. I am a key partner in a wealth management team that has decades of collective experience in working with high-net worth and ultra-high net worth clientele. We always strive to work closely with clients and their team of trusted professional advisors to ensure we develop comprehensive plans addressing all investment planning issues, including tax and estate planning, concentrated stock positions, insurance and the sale of privately held businesses. The pre-transaction planning process is one area I am particularly familiar with and I have been able to provide substantial value added in helping clients understand complex areas which may benefit them – such as QSBS, options, and other pre-event tax planning items. Based on my experience - it’s not what you make, it’s what you get to keep that matters to you and your family.In my free time, I root for my Buffalo Bills, travel to see my sons at school or play golf. I reside in Westfield, NJ with my wife and three sons.**By joining my network, you consent to the disclosure of your contact information and relationship with UBS to others on LinkedIn, including employees of UBS and its affiliates.** **Registered States**CA,CT,FL,MA,NC,NJ,NM,NY,PA/*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

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  University Of Southern California

  Finance