Daniel M.

Daniel M. Email and Phone Number

Portfolio Manager @ Financial Insights, Inc.
Tacoma, WA, US
Daniel M.'s Location
Tacoma, Washington, United States, United States
Daniel M.'s Contact Details
About Daniel M.

Daniel M. is a Portfolio Manager at Financial Insights, Inc.. He possess expertise in microsoft office, microsoft excel, current affairs, radio broadcasting, mutual funds and 23 more skills.

Daniel M.'s Current Company Details
Financial Insights, Inc.

Financial Insights, Inc.

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Portfolio Manager
Tacoma, WA, US
Website:
financialinsights.net
Employees:
11
Daniel M. Work Experience Details
  • Financial Insights, Inc.
    Portfolio Manager
    Financial Insights, Inc.
    Tacoma, Wa, Us
    View
  • Financial Insights, Inc.
    Portfolio Manager
    Financial Insights, Inc. Mar 2020 - Present
    Tacoma, Wa
    View
  • Financial Insights
    Wealth Advisor
    Financial Insights Jan 2015 - Mar 2020
    Tacoma, Washington, United States
    View
  • Financial Insights
    Director Of Client Services
    Financial Insights May 2014 - Jan 2015
    Tacoma, Washington, United States
    View
  • Financial Insights
    Client Service Specialist
    Financial Insights Sep 2013 - May 2014
    View
  • World Trade Center Tacoma
    Intern
    World Trade Center Tacoma Aug 2012 - Sep 2013
    Tacoma, Wa
    View
  • U.S. House Of Representatives
    Community Outreach Intern
    U.S. House Of Representatives Sep 2012 - Dec 2012
    Tacoma, Wa
    View
  • Whitworth University
    Radio Producer
    Whitworth University Jan 2009 - May 2012
    Spokane, Washington Area
    View

Daniel M. Skills

Microsoft Office Microsoft Excel Current Affairs Radio Broadcasting Mutual Funds Investment Management Customer Relationship Management Economics Fixed Income Microsoft Crm Teamwork Morningstar Fundamental Analysis Significant Overseas Experience Redtail Technologies Portfolio Management Trading Trading Systems Social Media Event Planning Research Community Outreach Customer Service Pro Tools Vertical Response Intranet Quorum Brand Development Morningstar Office

Daniel M. Education Details

Frequently Asked Questions about Daniel M.

What company does Daniel M. work for?

Daniel M. works for Financial Insights, Inc.

What is Daniel M.'s role at the current company?

Daniel M.'s current role is Portfolio Manager.

What is Daniel M.'s email address?

Daniel M.'s email address is mc****@****ail.com

What schools did Daniel M. attend?

Daniel M. attended Uw Professional & Continuing Education, Whitworth University, Universiti Malaya.

What are some of Daniel M.'s interests?

Daniel M. has interest in International Travel, Economic Empowerment, Civil Rights And Social Action, Education, Environment, Literature, Poverty Alleviation, Hiking, Camping, Music.

What skills is Daniel M. known for?

Daniel M. has skills like Microsoft Office, Microsoft Excel, Current Affairs, Radio Broadcasting, Mutual Funds, Investment Management, Customer Relationship Management, Economics, Fixed Income, Microsoft Crm, Teamwork, Morningstar.

Who are Daniel M.'s colleagues?

Daniel M.'s colleagues are Laurena Manke, Melissa Aldaba Aguilera, Cesia Amaya, Dorothy A Lewis, Ma, Cfp, Neha Dixit, Dorothy Lewis, Amanda B..

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