Daniel Lim
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Daniel Lim Email & Phone Number

Portfolio Trader at Focus Partners Wealth
Location: New York, New York, United States 6 work roles 3 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Focus Partners Wealth
Role
Portfolio Trader
Location
New York, New York, United States
Company size
123 employees

Who is Daniel Lim? Overview

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Quick answer

Daniel Lim is listed as Portfolio Trader at Focus Partners Wealth, a company with 123 employees, based in New York, New York, United States. AeroLeads shows a matched LinkedIn profile for Daniel Lim.

Daniel Lim previously worked as Account Maintenance Associate at Buckingham Strategic Partners and Account Maintenance Associate at Buckingham Wealth Partners. Daniel Lim holds Bachelor'S Degree, Economics from Washington University In St. Louis.

Company email context

Email format at Focus Partners Wealth

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Focus Partners Wealth

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Profile bio

About Daniel Lim

Daniel Lim is a Portfolio Trader at Focus Partners Wealth.

Current workplace

Daniel Lim's current company

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Focus Partners Wealth
Focus Partners Wealth
Portfolio Trader
St. Louis, MO, US
Website
buckinghamstrategicpartners.com
Employees
123
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6 roles

Daniel Lim work experience

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Team & coworkers

Colleagues at Focus Partners Wealth

Other employees you can reach at buckinghamstrategicpartners.com. View company contacts for 123 employees →

MR Marcus Reynolds Marcus Reynolds Colleague at Focus Partners Wealth West Linn, Oregon, United States, United States View → CC Chris Cunningham Chris Cunningham Colleague at Focus Partners Wealth Elk Grove, California, United States, United States View → MO Michael Ozburn, Cfp® Michael Ozburn, Cfp® Colleague at Focus Partners Wealth Greater Chattanooga, United States View → MG Matt Glazier Matt Glazier Colleague at Focus Partners Wealth Denver, Colorado, United States, United States View → NF Nicole Fowler Nicole Fowler Colleague at Focus Partners Wealth San Jose, California, United States, United States View → AM Alvin Martinez Alvin Martinez Colleague at Focus Partners Wealth San Francisco, California, United States, United States View → SS Samuel Smith Samuel Smith Colleague at Focus Partners Wealth United States, United States View → JF Joseph Fulco Jr. Joseph Fulco Jr. Colleague at Focus Partners Wealth Charlotte, North Carolina, United States, United States View → PM Paige Mabrey Paige Mabrey Colleague at Focus Partners Wealth O'Fallon, Missouri, United States, United States View → SN Steve Ncginnis Steve Ncginnis Colleague at Focus Partners Wealth San Jose, California, United States, United States View →
3 education records

Daniel Lim education

High School Diploma, 11-12

Choate Rosemary Hall

Activities and Societies: Varsity Hockey, Varsity Baseball

FAQ

Frequently asked questions about Daniel Lim

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

What company does Daniel Lim work for?

Daniel Lim works for Focus Partners Wealth.

What is Daniel Lim's role at Focus Partners Wealth?

Daniel Lim is listed as Portfolio Trader at Focus Partners Wealth.

Where is Daniel Lim based?

Daniel Lim is based in New York, New York, United States while working with Focus Partners Wealth.

What companies has Daniel Lim worked for?

Daniel Lim has worked for Focus Partners Wealth, Buckingham Strategic Partners, Buckingham Wealth Partners, Buckingham Strategic Wealth, and Circle Wealth Management, Llc.

Who are Daniel Lim's colleagues at Focus Partners Wealth?

Daniel Lim's colleagues at Focus Partners Wealth include Marcus Reynolds, Chris Cunningham, Michael Ozburn, Cfp®, Matt Glazier, and Nicole Fowler.

How can I contact Daniel Lim?

You can use AeroLeads to view verified contact signals for Daniel Lim at Focus Partners Wealth, including work email, phone, and LinkedIn data when available.

What schools did Daniel Lim attend?

Daniel Lim holds Bachelor'S Degree, Economics from Washington University In St. Louis.

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