Daniel Sitar Email & Phone Number
@rgfwealth.com
LinkedIn matched
Who is Daniel Sitar? Overview
A concise factual answer block for searchers comparing this professional profile.
Daniel Sitar is listed as Financial Advisor and Portfolio Manager at RGF Integrated Wealth Management, a with 64 employees, based in Vancouver, British Columbia, Canada. AeroLeads shows a work email signal at rgfwealth.com and a matched LinkedIn profile for Daniel Sitar.
Daniel Sitar previously worked as Financial Advisor & Portfolio Manager at Rgf Integrated Wealth Management and Financial Advisor & Associate Portfolio Manager at Rgf Integrated Wealth Management. Daniel Sitar holds Bachelor Of Commerce (B.Com), Finance, With Honours from Sauder School Of Business.
Email format at RGF Integrated Wealth Management
This section adds company-level context without repeating Daniel Sitar's masked contact details.
AeroLeads found 1 current-domain work email signal for Daniel Sitar. Compare company email patterns before reaching out.
About Daniel Sitar
I help clients achieve their objectives by designing high quality investment portfolios and integrating them with their personalized financial plans.
Listed skills include Investments, Portfolio Management, Wealth Management, Securities, and 11 others.
Daniel Sitar's current company
Company context helps verify the profile and gives searchers a useful next step.
Daniel Sitar work experience
A career timeline built from the work history available for this profile.
Financial Advisor & Portfolio Manager
Financial Advisor & Associate Portfolio Manager
Associate Financial Advisor & Associate Portfolio Manager
Associate Portfolio Manager & Business Analyst
Client Services
Contributor
As a contributor at SeekingAlpha.com, I took pride in researching numerous publicly traded North American companies and publishing my findings on a well respected investment website. My 150+ articles have been read more than 400,000 times and I enjoyed refining my methods for analyzing stocks and sharing my conclusions with an expanding audience.
Associate
Working closely alongside a Portfolio Manager, I helped develop a model portfolio and client review system. I was responsible for generating specific investment ideas, performing detailed research on individual securities and ensuring client accounts were properly aligned with the model portfolio. I also created a streamlined investment review system and performed detailed examinations of nearly 150 client portfolios each month. Furthermore, I provided investment recommendations to clients and developed proposals and marketing materials for the team.
Owner
GT Web was created while I was in high school as way to manage the websites I was developing. While I was in university, the business grew to include domain name management, web design and online advertising. GT Web was involved in the development or sale of more than 50 websites of all sizes and genres. The business ceased operations in September, 2011 when I obtained the opportunity to pursue a career in the finance/investment industry.
Colleagues at RGF Integrated Wealth Management
Other employees you can reach at rgfwealth.com. View company contacts for 64 employees →
Morganne Tilsner
Colleague at Rgf Integrated Wealth ManagementVancouver, British Columbia, Canada
View →
KS
Kayla Schmiler, Cfp Cim
Colleague at Rgf Integrated Wealth ManagementBurnaby, British Columbia, Canada
View →
ZJ
Zahara Jiwani
Colleague at Rgf Integrated Wealth ManagementCanada
View →
CE
Chris Eynon
Colleague at Rgf Integrated Wealth ManagementVancouver, British Columbia, Canada
View →
BS
Brett Simpson
Colleague at Rgf Integrated Wealth ManagementWest Vancouver, British Columbia, Canada
View →
VV
Vera Vlaovich
Colleague at Rgf Integrated Wealth ManagementVancouver, British Columbia, Canada
View →
JC
Jamil Chaudry
Colleague at Rgf Integrated Wealth ManagementVancouver, British Columbia, Canada
View →
DR
Dana Rillorta
Colleague at Rgf Integrated Wealth ManagementVancouver, British Columbia, Canada
View →
KL
Karen Leon, Cfp® Cim®
Colleague at Rgf Integrated Wealth ManagementVancouver, British Columbia, Canada
View →
KW
Karen Wilcox
Colleague at Rgf Integrated Wealth ManagementVancouver, British Columbia, Canada
View →
Daniel Sitar education
Frequently asked questions about Daniel Sitar
Quick answers generated from the profile data available on this page.
What company does Daniel Sitar work for?
Daniel Sitar works for RGF Integrated Wealth Management.
What is Daniel Sitar's role at RGF Integrated Wealth Management?
Daniel Sitar is listed as Financial Advisor and Portfolio Manager at RGF Integrated Wealth Management.
What is Daniel Sitar's email address?
AeroLeads has found 1 work email signal at @rgfwealth.com for Daniel Sitar at RGF Integrated Wealth Management.
Where is Daniel Sitar based?
Daniel Sitar is based in Vancouver, British Columbia, Canada while working with RGF Integrated Wealth Management.
What companies has Daniel Sitar worked for?
Daniel Sitar has worked for Rgf Integrated Wealth Management, Seeking Alpha, Richardson Gmp, and Gt Web Development.
Who are Daniel Sitar's colleagues at RGF Integrated Wealth Management?
Daniel Sitar's colleagues at RGF Integrated Wealth Management include Morganne Tilsner, Kayla Schmiler, Cfp Cim, Zahara Jiwani, Chris Eynon, and Brett Simpson.
How can I contact Daniel Sitar?
You can use AeroLeads to view verified contact signals for Daniel Sitar at RGF Integrated Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Daniel Sitar attend?
Daniel Sitar holds Bachelor Of Commerce (B.Com), Finance, With Honours from Sauder School Of Business.
What skills is Daniel Sitar known for?
Daniel Sitar is listed with skills including Investments, Portfolio Management, Wealth Management, Securities, Finance, Management, Leadership, and Economics.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialCheck these profiles if this is not the Daniel Sitar you were looking for.
View similar profiles