Daniel D'Orazio Email and Phone Number
Daniel D'Orazio work email
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Daniel D'Orazio personal email
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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.
Parallel Advisors, Llc
View- Website:
- paralleladvisors.com
- Employees:
- 65
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Wealth AdvisorParallel Advisors, Llc Sep 2021 - PresentSan Francisco Bay Area -
Fixed Income & Client Portfolio ManagerScharf Investments, Llc Sep 2019 - Sep 2021Los Gatos, California, United States -
Director Of Fixed Income Trading/Assistant Portfolio ManagerKcm Investment Advisors Sep 2015 - Sep 2019San Rafael, Ca -
Fixed Income TraderKcm Investment Advisors Sep 2008 - Sep 2014San Rafael, Ca -
Research AnalystKcm Investment Advisors Sep 2007 - Sep 2008San Rafael, Ca
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Manager Of Trade SettlementsKcm Investment Advisors Sep 2006 - Sep 2007San Rafael, Ca
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InternshipLincoln Financial Advisors Jun 2005 - Aug 2005Marketing/Client Relations -
InternshipNorthwestern Mutual May 2004 - Sep 2004Client Prospecting
Daniel D'Orazio Skills
Daniel D'Orazio Education Details
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Finance/Economics
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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Daniel D'Orazio
Cambridge, Ma -
Daniel DOrazio
Niagara County, Ny2adelphia.net, firstniagara.com -
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