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Daniel Preziosi Email & Phone Number
Wealth Analyst - Investments
at
RKL LLP
1 work email found
@stonebridgefg.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 86%
Current company
Role
Wealth Analyst - Investments
Location
Lancaster Metropolitan Area, United States
Company size
Who is Daniel Preziosi? Overview
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Quick answer
Daniel Preziosi is listed as Wealth Analyst - Investments at RKL LLP, a with 605 employees, based in Lancaster Metropolitan Area, United States. AeroLeads shows a work email signal at stonebridgefg.com and a matched LinkedIn profile for Daniel Preziosi.
Daniel Preziosi previously worked as FP&A Analyst I at Psecu and FP&A Analyst at Private Company. Daniel Preziosi holds Bachelor Of Science, Finance, General from Messiah University.
Company email context
Email format at RKL LLP
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{first}.{last}@stonebridgefg.com
86% confidence
AeroLeads found 1 current-domain work email signal for Daniel Preziosi. Compare company email patterns before reaching out.
Profile bio
About Daniel Preziosi
Daniel Preziosi is a Wealth Analyst - Investments at RKL LLP.
Current workplace
Daniel Preziosi's current company
Company context helps verify the profile and gives searchers a useful next step.
Rkl Llp
8 roles
Daniel Preziosi work experience
A career timeline built from the work history available for this profile.
Fp&A Analyst I
Fp&A Analyst
Jun 2022 - Aug 2024
Retirement Plan Coordinator Intern
• Facilitated and assisted the Corporate Retirement Services team with plan participant retirement education meetings• Researched investment funds and assisted advisors in cost analysis pertaining to fund lineups• Communicated with corporate clients surrounding legal fiduciary documentation upkeep• Attended retirement plan implementation meetings with corporate clients
Dec 2021 - Apr 2022
Finance Intern
Assisting financial advisors and portfolio analysts in economic research and portfolio analysis.
May 2021 - Sep 2021
Equity Analyst Intern
-Actively researched equities using the Bloomberg Terminal-Assisted in pitch deck creation
Jan 2021 - May 2021
Financial Planning Intern
• Prepared presentations for client meetings using various computer software: -BlackDiamond Wealth Platform, TD Ameritrade, Microsoft PowerPoint, RedTail CRM, eMoney• Analyzed client investment allocations to accurately communicate their position
Sep 2020 - Dec 2020
Cashier
• Cashier – Served customers through the scanning and bagging of grocery items• Completed a 15-hour customer service training course • Porch Worker – Assisted customers by loading groceries into their vehicles• Ensured a clean and presentable work environment for customers
Dec 2015 - Aug 2019
Team & coworkers
Colleagues at RKL LLP
Other employees you can reach at rklcpa.com. View company contacts for 605 employees →
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Brayden Ross
Colleague at Rkl LlpSpring Grove, Pennsylvania, United States
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Ramesh Bista
Colleague at Rkl LlpCarlisle, Pennsylvania, United States
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Robbie Bertucio, Mba
Colleague at Rkl LlpYork, Pennsylvania, United States
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Aunt Cathy
Colleague at Rkl LlpReading, Pennsylvania, United States
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PH
Phyllis Hall
Colleague at Rkl LlpReading, Pennsylvania, United States
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Leela Leelu
Colleague at Rkl LlpBengaluru, Karnataka, India
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Alec Simons
Colleague at Rkl LlpLancaster, Pennsylvania, United States
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Katie Silverstrim
Colleague at Rkl LlpBloomsburg, Pennsylvania, United States
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Megan Watkins
Colleague at Rkl LlpElizabethtown, Pennsylvania, United States
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AM
Abbey Mccormick
Colleague at Rkl LlpWest Chester, Pennsylvania, United States
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Brayden Ross
Colleague at Rkl LlpSpring Grove, Pennsylvania, United States
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RB
Ramesh Bista
Colleague at Rkl LlpCarlisle, Pennsylvania, United States
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RB
Robbie Bertucio, Mba
Colleague at Rkl LlpYork, Pennsylvania, United States
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AC
Aunt Cathy
Colleague at Rkl LlpReading, Pennsylvania, United States
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PH
Phyllis Hall
Colleague at Rkl LlpReading, Pennsylvania, United States
View →
LL
Leela Leelu
Colleague at Rkl LlpBengaluru, Karnataka, India
View →
AS
Alec Simons
Colleague at Rkl LlpLancaster, Pennsylvania, United States
View →
KS
Katie Silverstrim
Colleague at Rkl LlpBloomsburg, Pennsylvania, United States
View →
MW
Megan Watkins
Colleague at Rkl LlpElizabethtown, Pennsylvania, United States
View →
AM
Abbey Mccormick
Colleague at Rkl LlpWest Chester, Pennsylvania, United States
View →
1 education record
Daniel Preziosi education
FAQ
Frequently asked questions about Daniel Preziosi
Quick answers generated from the profile data available on this page.
What company does Daniel Preziosi work for?
Daniel Preziosi works for RKL LLP.
What is Daniel Preziosi's role at RKL LLP?
Daniel Preziosi is listed as Wealth Analyst - Investments at RKL LLP.
What is Daniel Preziosi's email address?
AeroLeads has found 1 work email signal at @stonebridgefg.com for Daniel Preziosi at RKL LLP.
Where is Daniel Preziosi based?
Daniel Preziosi is based in Lancaster Metropolitan Area, United States while working with RKL LLP.
What companies has Daniel Preziosi worked for?
Daniel Preziosi has worked for Rkl Llp, Psecu, Private Company, Stonebridge Financial Group, Llc, and Ambassador Advisors, Llc.
Who are Daniel Preziosi's colleagues at RKL LLP?
Daniel Preziosi's colleagues at RKL LLP include Brayden Ross, Ramesh Bista, Robbie Bertucio, Mba, Aunt Cathy, and Phyllis Hall.
How can I contact Daniel Preziosi?
You can use AeroLeads to view verified contact signals for Daniel Preziosi at RKL LLP, including work email, phone, and LinkedIn data when available.
What schools did Daniel Preziosi attend?
Daniel Preziosi holds Bachelor Of Science, Finance, General from Messiah University.
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