Daniel D'Orazio

Daniel D'Orazio Email and Phone Number

I provide tax-efficient strategies and creative portfolio solutions for families and business owners @ Parallel Advisors, LLC
san francisco, california, united states
Daniel D'Orazio's Location
San Francisco Bay Area, United States
Daniel D'Orazio's Contact Details
About Daniel D'Orazio

Dan D'Orazio is a Wealth Advisor and equity Partner with Parallel Advisors. Dan began his career in the Fixed Income markets where he led a strategy with over $500mm in client assets. In his current role, Mr. D'Orazio’s practice consists of assisting business owners, wealthy individuals and their families with managing their investments in the context of estate planning, tax strategies, generational wealth transitions and portfolio construction.

Daniel D'Orazio's Current Company Details
Parallel Advisors, LLC

Parallel Advisors, Llc

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I provide tax-efficient strategies and creative portfolio solutions for families and business owners
san francisco, california, united states
Employees:
65
Daniel D'Orazio Work Experience Details
  • Parallel Advisors, Llc
    Wealth Advisor
    Parallel Advisors, Llc Sep 2021 - Present
    San Francisco Bay Area
  • Scharf Investments, Llc
    Fixed Income & Client Portfolio Manager
    Scharf Investments, Llc Sep 2019 - Sep 2021
    Los Gatos, California, United States
  • Kcm Investment Advisors
    Director Of Fixed Income Trading/Assistant Portfolio Manager
    Kcm Investment Advisors Sep 2015 - Sep 2019
    San Rafael, Ca
  • Kcm Investment Advisors
    Fixed Income Trader
    Kcm Investment Advisors Sep 2008 - Sep 2014
    San Rafael, Ca
  • Kcm Investment Advisors
    Research Analyst
    Kcm Investment Advisors Sep 2007 - Sep 2008
    San Rafael, Ca
  • Kcm Investment Advisors
    Manager Of Trade Settlements
    Kcm Investment Advisors Sep 2006 - Sep 2007
    San Rafael, Ca
  • Lincoln Financial Advisors
    Internship
    Lincoln Financial Advisors Jun 2005 - Aug 2005
    Marketing/Client Relations
  • Northwestern Mutual
    Internship
    Northwestern Mutual May 2004 - Sep 2004
    Client Prospecting

Daniel D'Orazio Skills

Fx Corporates Bonds Fixed Income Trading Investment Advisory Municipal Bloomberg Securities Portfolio Management Investments Asset Allocation Trading Systems Municipalities Fx Options Financial Services Finance

Daniel D'Orazio Education Details

Frequently Asked Questions about Daniel D'Orazio

What company does Daniel D'Orazio work for?

Daniel D'Orazio works for Parallel Advisors, Llc

What is Daniel D'Orazio's role at the current company?

Daniel D'Orazio's current role is I provide tax-efficient strategies and creative portfolio solutions for families and business owners.

What is Daniel D'Orazio's email address?

Daniel D'Orazio's email address is dd****@****ors.com

What schools did Daniel D'Orazio attend?

Daniel D'Orazio attended St. Mary's College Of California.

What skills is Daniel D'Orazio known for?

Daniel D'Orazio has skills like Fx, Corporates, Bonds, Fixed Income, Trading, Investment Advisory, Municipal, Bloomberg, Securities, Portfolio Management, Investments, Asset Allocation.

Who are Daniel D'Orazio's colleagues?

Daniel D'Orazio's colleagues are James Glasheen Iii, Cfp®, Kameron Smith, Cfp®, Mollie Courtney, Caroline Burns, Tanner Wraa, Seth Scholar, Kevin Williamson.

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