Investment Operations Support
Current-Manages billing and reporting-Assists with financial and tax planning-Managed the transition to a new portfolio management platform and maintains client account information
Jan 2020 - Present
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Daniel Eller Email & Phone Number
Associate Wealth Strategist at WMS Wealth Planners
at
Wealth Management Strategies, Incorporated
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Current company
Role
Associate Wealth Strategist at WMS Wealth Planners
Location
Pittsburgh, Pennsylvania, United States
Who is Daniel Eller? Overview
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Quick answer
Daniel Eller is listed as Associate Wealth Strategist at WMS Wealth Planners at Wealth Management Strategies, Incorporated, based in Pittsburgh, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Daniel Eller.
Daniel Eller previously worked as Investment Operations Support at Wealth Management Strategies, Incorporated and IT Consultant / Administrative Assistant (Part-time) at Aesthetic Skin & Laser Center. Daniel Eller holds Master Of Science In Accounting from University Of Pittsburgh Katz Graduate School Of Business.
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Wealth Management Strategies, Incorporated
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About Daniel Eller
Daniel Eller is a Associate Wealth Strategist at WMS Wealth Planners at Wealth Management Strategies, Incorporated. He possess expertise in project management, programming, consulting, computer science, ruby on rails and 5 more skills.
Listed skills include Project Management, Programming, Consulting, Computer Science, and 6 others.
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Daniel Eller's current company
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Wealth Management Strategies, Incorporated
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9 roles
Daniel Eller work experience
A career timeline built from the work history available for this profile.
It Consultant / Administrative Assistant (Part-Time)
Aesthetic Skin & Laser Center
-Assisted staff as needed in resolution of technical difficulties, improving efficiency of troubleshooting-Edited and consolidated marketing videos into a single waiting room video -Used customer service and communication skills to answer patient inquiries and scheduled appointments-Edited informational videos about minor cosmetic surgical procedures
May 2017 - Jan 2020
Web Application Engineer
-Implemented new features and enhancements to internal web applications, such as the ability to link to specific comments relating to a problem or ticket, increasing efficiency of communication-Updated and configured new releases on the production servers; rotated this duty among four people on my team approximately every two months-Standardized how emails.
Jul 2014 - Jul 2016
It Consultant
Aesthetic Skin & Laser Center
-Updated the website and optimized it for SEO-Attended to IT needs, including training staff in software applications
Jan 2014 - Jun 2014
Software Engineer
Newcare Solutions Llc.
-Worked on a Ruby on Rails application (front-end and back-end) for personal care homes-Created software tests using RSpec and Cucumber to ensure new code worked as expected-Worked on a mobile user interface for the application using jQuery Mobile-Created demo data for the sales team, which enhanced presentations to potential clients
Apr 2013 - Dec 2013
Intern
-Implemented a web application to retrieve documents from a database using C# and SQL-Wrote SQL queries and used an existing script to transfer data from a custom blogging server to Wordpress
Jun 2012 - Aug 2012
Research Assistant
-Modified an existing image-processing C program to make it multi-threaded-Evaluated the efficiency of the single and multi-thread programs to show improved performance
Jul 2011 - Aug 2011
Research Assistant
-Reviewed literature to find appropriate materials for electromagnetic interference absorption-Weighed metals and used arc melter to make alloys
May 2009 - Aug 2009
Summer Enrichment Program Attendee
Acquired programming skills in Java
Jul 2007 - Aug 2007
2 education records
Daniel Eller education
Master Of Science In Accounting
Bachelor Of Science (B.S.)
FAQ
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What company does Daniel Eller work for?
Daniel Eller works for Wealth Management Strategies, Incorporated.
What is Daniel Eller's role at Wealth Management Strategies, Incorporated?
Daniel Eller is listed as Associate Wealth Strategist at WMS Wealth Planners at Wealth Management Strategies, Incorporated.
Where is Daniel Eller based?
Daniel Eller is based in Pittsburgh, Pennsylvania, United States while working with Wealth Management Strategies, Incorporated.
What companies has Daniel Eller worked for?
Daniel Eller has worked for Wealth Management Strategies, Incorporated, Aesthetic Skin & Laser Center, Expedient Data Centers, Newcare Solutions Llc., and Techriver.
How can I contact Daniel Eller?
You can use AeroLeads to view verified contact signals for Daniel Eller at Wealth Management Strategies, Incorporated, including work email, phone, and LinkedIn data when available.
What schools did Daniel Eller attend?
Daniel Eller holds Master Of Science In Accounting from University Of Pittsburgh Katz Graduate School Of Business.
What skills is Daniel Eller known for?
Daniel Eller is listed with skills including Project Management, Programming, Consulting, Computer Science, Ruby On Rails, Java, C, and Sql.
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