Dan Wood, Cfa, Cfp® Email and Phone Number
Dan Wood, Cfa, Cfp® work email
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Dan Wood, Cfa, Cfp® personal email
Dan Wood, Cfa, Cfp® is a Fiduciary Wealth Advisor at Zimmerman Wealth Management at Zimmerman Wealth Management. He possess expertise in spanish, public speaking, microsoft office, leadership, analysis and 17 more skills. He is proficient in Spanish. Colleagues describe him as "Dan was a wonderful member of the cross-sector team. He did a commendable job bringing himself up to speed on competitive advantage analysis and financial statement analysis, including embarking on the CFA curriculum. I admire his attention to detail and eye for processes, which I believe has the potential to greatly contribute to equity research's operations. He has done a great job improving the quality of our Mexican company research, and always got reports and notes in well in advance of deadlines. He is very reliable and proactive, which are some of the most important traits in a research associate. His work ethic and attitude exceeded expectations, and I am confident he is on track to become an excellent equity analyst." and "Dan demonstrated his attention to detail, strong analytical capabilities, and work ethic in his work on AAR’s 2011 Proxy Statement. He achieved tight deadlines and delivered on his assignments. It was a pleasure to work with Dan and I’m confident he will bring the same characteristics he exhibited at AAR to the organizations he chooses to work with in the future."
Zimmerman Wealth Management
View- Website:
- zimmermanwealth.com
- Employees:
- 5
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Fiduciary Wealth AdvisorZimmerman Wealth Management Oct 2021 - PresentEvanston, Illinois, United States
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Financial Planning AssociateZimmerman Wealth Management Oct 2018 - Oct 2021Evanston, Il
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Next Door Financial CoachState Farm Jan 2016 - Oct 2018Chicago- Coached over 600 clients to identify and reach their financial goals through personalized, one-on-one sessions; topics include budgeting, credit, student loans, retirement, investments, etc.- Built positive relationships with clients leading to a 97%+ satisfaction rating on follow-up surveys and a self-sustaining client base built on word-of-mouth referrals- Developed relationships with customers as well as academic and corporate contacts to create a market for group education (classes, workshops, and seminars), which reached over 1000+ people to date- Created new educational/marketing materials (classes, blogs, handouts, etc.) for financial coaching- Evaluated and applied customer insight to State Farm products and solutions including a new financial class for agents, financial literacy videos and articles on State Farm’s platforms, and insights into products such as savings accounts, mobile applications, investment options, etc. -
Senior Associate Equity AnalystMorningstar May 2014 - Dec 2015Chicago- Researched consumer companies to become subject matter expert, specifically on companies’ moat, or long-term sustainable competitive advantages, as measured by ability to generate excess returns (ROIC > WACC) - Developed in-depth market segment knowledge to evaluate companies’ strategy; present clear investment outlook to senior leaders in the department- Derived stock intrinsic values using discounted cash flow analysis based on well-substantiated, long-term financial forecasts - Communicated complex financial concepts, both written and verbally, to a variety of audiences- Analyzed and transformed data on topics such as demographics or consumer spending for in-depth macro or sector-specific research pieces -
Equity Research AssociateMorningstar Sep 2013 - May 2014Greater Chicago Area- Assessed more than 30 companies' strategies and financials to determine source of economic moat while analyzing the impact of material strategy or market changes such as acquisitions, new regulations, etc. - Wrote thorough research reports for advisor audiences in English and Spanish; worked with international team to ensure timely updates- Collaborated on intricate, cross-sector projects such as moat taxonomy and valuation committee audits
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Data Analyst: Separate AccountsMorningstar Jul 2012 - Sep 2013Greater Chicago Area- Managed several complex, cross-functional team projects to improve database strategic positioning including strategy mapping, UBS data process implementation, portfolio web tool enhancements, data audits, and others- Improved operational efficiency through standard operating procedure design and creation, lean-based efficiency improvements, and process automation- Coordinated client interaction within a global team to deliver timely data issue resolution; evangelized separate account database to clients resulting in several hundred new relationships
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Resident AdvisorBradley University Aug 2009 - May 2012- Trained and worked with 2 Assistant Resident Advisors in the handling of a high-pressure job with large time commitment.- Created, planned, and led over 15 programs a semester for a floor of 40 residents.- Built a secure and positive environment by handling issues of varying severity. -
Corporate Finance/Accounting InternAar Corp May 2011 - Aug 2011- Gained experience in various business segments while completing assignments directly for Director of Finance & Investor Relations, A/P Manager, Internal Audit Director and Assistant Controller.- Analyzed data to prepare reports concerning pension investment, asset management, Proxy statement, A/P, 10-K report and SOX 404 reporting. -
International Trade Compliance InternAar Corp May 2010 - Aug 2010- Managed, applied for, and ensured understanding of government licenses and agreements for 16 international divisions.- Analyzed compliance data and established a new reporting system to reduce response time to, and repetition of, compliance issues.- Received excellent letter of recommendation from manager, resulting in placement at AAR in 2011.
Dan Wood, Cfa, Cfp® Skills
Dan Wood, Cfa, Cfp® Education Details
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Business Finance With Honors, Spanish
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Business, Spanish
Frequently Asked Questions about Dan Wood, Cfa, Cfp®
What company does Dan Wood, Cfa, Cfp® work for?
Dan Wood, Cfa, Cfp® works for Zimmerman Wealth Management
What is Dan Wood, Cfa, Cfp®'s role at the current company?
Dan Wood, Cfa, Cfp®'s current role is Fiduciary Wealth Advisor at Zimmerman Wealth Management.
What is Dan Wood, Cfa, Cfp®'s email address?
Dan Wood, Cfa, Cfp®'s email address is dj****@****ley.edu
What schools did Dan Wood, Cfa, Cfp® attend?
Dan Wood, Cfa, Cfp® attended Bradley University, Universidad De Sevilla.
What are some of Dan Wood, Cfa, Cfp®'s interests?
Dan Wood, Cfa, Cfp® has interest in Education.
What skills is Dan Wood, Cfa, Cfp® known for?
Dan Wood, Cfa, Cfp® has skills like Spanish, Public Speaking, Microsoft Office, Leadership, Analysis, Powerpoint, Microsoft Excel, Spss, Customer Service, Outlook, Program Management, Non Profit Volunteering.
Who are Dan Wood, Cfa, Cfp®'s colleagues?
Dan Wood, Cfa, Cfp®'s colleagues are Tom Zimmerman, Sara Hostalet, Cfa, Cfp®, Mona Edwards, Cfp ®.
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