Investment Accounting Analyst
Current
Jul 2024 - Present
AeroLeads people directory · profile
Daniel Flickinger Email & Phone Number
Investment Accounting Analyst
at
Asana Partners
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Investment Accounting Analyst
Location
Charlotte, North Carolina, United States
Company size
Who is Daniel Flickinger? Overview
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Quick answer
Daniel Flickinger is listed as Investment Accounting Analyst at Asana Partners, a with 70 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Daniel Flickinger.
Daniel Flickinger previously worked as Treasury Analyst at South Carolina Treasurer'S Office and Client Services Associate at Capital City Financial Partners. Daniel Flickinger holds Bachelor'S Degree, Finance And Real Estate, Senior from Darla Moore School Of Business.
Company email context
Email format at Asana Partners
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Asana Partners
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Profile bio
About Daniel Flickinger
I am currently a senior at the University of South Carolina in the Darla Moore School of Business. I am a double major in both Finance and Real Estate looking for a job within the worlds of Financial Advising, Private Equity, Real Estate Analysis, or Commercial Real Estate.I am a determined, gritty, and dynamic individual. I am a team player as much as I am a leader, and carry a selfless mentality through all my work. This has translated most into my work with my fraternity, Alpha Sigma Phi, where I held the position of Treasurer for two years. I joined the fraternity and its leadership board in its beginnings, and now we lead our campus in philanthropy and academics. While I consider this one of my greatest collegiate achievements, I also find it imperative to put the same effort into my schooling, where I have made significant strides.Over last seven semesters, I have held a 4.0 GPA while working through various studies in Finance and Real Estate. More specifically, I work through complex property and financial analysis which has expanded my analytical and communicative nature significantly. Along with my grades, I have held over three internships in Commercial Real Estate, Financial Services, and Banking. I have also tutored over one hundred and eighty students about the world of finance, as well as being a part of four business clubs on campus. I thrive for busy schedules and challenging assignments, and believe that my academic and extracurricular activity over the last few years can effectively contribute to my professional career in the near future.
Current workplace
Daniel Flickinger's current company
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Asana Partners
8 roles
Daniel Flickinger work experience
A career timeline built from the work history available for this profile.
Treasury Analyst
Analyst for state-chartered bank and credit union call reports and financial data.Investigated bank financial statements for adherence to regulatory requirements.
Jan 2024 - Apr 2024
Client Services Associate
Worked as a Client Service Intern over three months.Analyzed and processed client documents while also aiding clients with account maintenance, trading, and appointment scheduling.
Aug 2023 - Oct 2023
Wealth Management Intern
Aided Financial Advisors and Planning Consultants with daily activities.Maintained and aided client accounts. Analyzed and reported on client satisfaction metrics and investment vehicles.
Jun 2023 - Aug 2023
Student Instructor
Served as a supplemental instructor to over 180 students.Taught students about basic debt and equity terminology and valuation.
Aug 2022 - Dec 2022
Commercial Lending Analyst
Worked on developing a Commercial Lending Website to facilitate Small Business Loans for prospective clients.Sat in on loan closings, facilitated and streamlined loan documentation for investment properties.
May 2022 - Aug 2022
Jun 2016 - Jun 2022
Technical Assistant
Worked full-time as a health screener during the winter of 2021. Worked as an assistant for multiple doctors and aided in marketing roles during the prior three years. Analyzed and documented contacts and glasses sales across various offices.
Jan 2017 - Dec 2021
Team & coworkers
Colleagues at Asana Partners
Other employees you can reach at asanapartners.com. View company contacts for 70 employees →
DP
Davis Puckey
Colleague at Asana PartnersCharlotte, North Carolina, United States
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MK
Michael Keene
Colleague at Asana PartnersColumbia, South Carolina, United States
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FC
Forrest Cherry
Colleague at Asana PartnersCharlotte, North Carolina, United States
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CA
Craig Aulebach
Colleague at Asana PartnersCharlotte, North Carolina, United States
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RH
Ramana Hassan
Colleague at Asana PartnersDubai, United Arab Emirates
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MF
Miloš Fencl
Colleague at Asana PartnersPilsen, Plzeň, Czechia, Czech Republic
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WD
Will Dukes
Colleague at Asana PartnersDenver, Colorado, United States
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SR
Shannon Riley Smith, Cpa
Colleague at Asana PartnersColumbia, South Carolina Metropolitan Area, United States
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LM
Lauren Mcgarrigle
Colleague at Asana PartnersWest Columbia, South Carolina, United States
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MS
Morgan Sowell
Colleague at Asana PartnersDenver, Colorado, United States
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Davis Puckey
Colleague at Asana PartnersCharlotte, North Carolina, United States
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MK
Michael Keene
Colleague at Asana PartnersColumbia, South Carolina, United States
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FC
Forrest Cherry
Colleague at Asana PartnersCharlotte, North Carolina, United States
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CA
Craig Aulebach
Colleague at Asana PartnersCharlotte, North Carolina, United States
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RH
Ramana Hassan
Colleague at Asana PartnersDubai, United Arab Emirates
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MF
Miloš Fencl
Colleague at Asana PartnersPilsen, Plzeň, Czechia, Czech Republic
View →
WD
Will Dukes
Colleague at Asana PartnersDenver, Colorado, United States
View →
SR
Shannon Riley Smith, Cpa
Colleague at Asana PartnersColumbia, South Carolina Metropolitan Area, United States
View →
LM
Lauren Mcgarrigle
Colleague at Asana PartnersWest Columbia, South Carolina, United States
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MS
Morgan Sowell
Colleague at Asana PartnersDenver, Colorado, United States
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2 education records
Daniel Flickinger education
Bachelor'S Degree, Finance And Real Estate, Senior
Education record
Abington Heights High School
FAQ
Frequently asked questions about Daniel Flickinger
Quick answers generated from the profile data available on this page.
What company does Daniel Flickinger work for?
Daniel Flickinger works for Asana Partners.
What is Daniel Flickinger's role at Asana Partners?
Daniel Flickinger is listed as Investment Accounting Analyst at Asana Partners.
Where is Daniel Flickinger based?
Daniel Flickinger is based in Charlotte, North Carolina, United States while working with Asana Partners.
What companies has Daniel Flickinger worked for?
Daniel Flickinger has worked for Asana Partners, South Carolina Treasurer'S Office, Capital City Financial Partners, Fidelity Investments, and University Of South Carolina.
Who are Daniel Flickinger's colleagues at Asana Partners?
Daniel Flickinger's colleagues at Asana Partners include Davis Puckey, Michael Keene, Forrest Cherry, Craig Aulebach, and Ramana Hassan.
How can I contact Daniel Flickinger?
You can use AeroLeads to view verified contact signals for Daniel Flickinger at Asana Partners, including work email, phone, and LinkedIn data when available.
What schools did Daniel Flickinger attend?
Daniel Flickinger holds Bachelor'S Degree, Finance And Real Estate, Senior from Darla Moore School Of Business.
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