AeroLeads people directory · profile
Daniel Langon, Cfp® Email & Phone Number
Vice President, Client Relationship Analyst
at
Rockefeller Capital Management
1 work email found
@firstrepublic.com
1 phone found area 925
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Vice President, Client Relationship Analyst
Location
Alamo, California, United States
Who is Daniel Langon, Cfp®? Overview
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Quick answer
Daniel Langon, Cfp® is listed as Vice President, Client Relationship Analyst at Rockefeller Capital Management, based in Alamo, California, United States. AeroLeads shows a work email signal at firstrepublic.com, phone signal with area code 925, and a matched LinkedIn profile for Daniel Langon, Cfp®.
Daniel Langon, Cfp® previously worked as Client Relationship Analyst at First Republic Private Wealth Management and Client Service Associate at First Republic Private Wealth Management. Daniel Langon, Cfp® holds Bachelor Of Applied Science (B.A.Sc.), Marketing from University Of Oregon.
Company email context
Email format at Rockefeller Capital Management
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*@firstrepublic.com
68% confidence
AeroLeads found 1 current-domain work email signal for Daniel Langon, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Daniel Langon, Cfp®
Dynamic and results-focused operations; finance and sales driven individual with a track record of achievement in project completion. Proven competencies in improving organizational productivity through the development and implementation of strategies that foster team synergies and facilitate lasting and positive change. Recognized for having a winning attitude and fostering accountability to consistently maintain client relationships and exceed performance goals and expectations.
Listed skills include Customer Service, Microsoft Word, Microsoft Excel, Social Media, and 10 others.
Current workplace
Daniel Langon, Cfp®'s current company
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6 roles
Daniel Langon, Cfp® work experience
A career timeline built from the work history available for this profile.
Vice President, Client Relationship Analyst
Current
May 2023 - Present
Client Relationship Analyst
Jul 2021 - May 2023
Client Service Associate
Aug 2018 - Jul 2021
Accountant/Operations Manager
David Langon Construction
• Designed private offering memorandum packages for multi-million-dollar investment opportunities utilizing Microsoft Office Suite programs• Managed detailed job schedules, subcontractors, employees and project inspections to meet strict deadlines• Assisted in establishing & maintaining client relationships• Proficient in Sage 100 Contractor software within first month of use• Managed company A/P & A/R as well as job budgeting• Worked part time and during breaks throughout college years• Completed month & quarterly end financial close including reconciliations• Administered payroll for employees along with weekly check register reports
Jan 2013 - Aug 2018
Auto Technician
• Intricate restoration work on multimillion dollar race cars showing careful attention to detail• Part of pit crew on car test days, exhibiting teamwork, calmness and effective communication under high stress, due to the very low margin of error when working on dangerous vehicles• Conducted data analysis & driver coaching using AiM Race Studio software• Progression from tasks such as organizing the shop to doing major fabrication jobs that require intense focus and concentration to complete
Jan 2013 - Aug 2015
1 education record
Daniel Langon, Cfp® education
-
University Of Oregon
FAQ
Frequently asked questions about Daniel Langon, Cfp®
Quick answers generated from the profile data available on this page.
What company does Daniel Langon, Cfp® work for?
Daniel Langon, Cfp® works for Rockefeller Capital Management.
What is Daniel Langon, Cfp®'s role at Rockefeller Capital Management?
Daniel Langon, Cfp® is listed as Vice President, Client Relationship Analyst at Rockefeller Capital Management.
What is Daniel Langon, Cfp®'s email address?
AeroLeads has found 1 work email signal at @firstrepublic.com for Daniel Langon, Cfp® at Rockefeller Capital Management.
What is Daniel Langon, Cfp®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 925 for Daniel Langon, Cfp® at Rockefeller Capital Management.
Where is Daniel Langon, Cfp® based?
Daniel Langon, Cfp® is based in Alamo, California, United States while working with Rockefeller Capital Management.
What companies has Daniel Langon, Cfp® worked for?
Daniel Langon, Cfp® has worked for Rockefeller Capital Management, First Republic Private Wealth Management, David Langon Construction, and Muscle Milk Pickett Racing.
How can I contact Daniel Langon, Cfp®?
You can use AeroLeads to view verified contact signals for Daniel Langon, Cfp® at Rockefeller Capital Management, including work email, phone, and LinkedIn data when available.
What schools did Daniel Langon, Cfp® attend?
Daniel Langon, Cfp® holds Bachelor Of Applied Science (B.A.Sc.), Marketing from University Of Oregon.
What skills is Daniel Langon, Cfp® known for?
Daniel Langon, Cfp® is listed with skills including Customer Service, Microsoft Word, Microsoft Excel, Social Media, Microsoft Office, Leadership, Mechanics, and Auto Racing.
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