Professional Records
Lawyers & Attorneys
Daniel Satz Phones & Addresses
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1 Topete Ct, Englishtown, NJ 07726
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Manalapan, NJ
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Jackson, NJ
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Toms River, NJ
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Freehold, NJ
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10 Memorial Rd, Marlboro, NJ 07746 (732) 536-5846
Work
Company:
Private wealth management group of princeton, new jersey Jul 2015
Position:
Wealth manager
Education
Degree:
Bachelors
School / High School:
West Chester University of Pennsylvania
Skills
Investments • Portfolio Management • Finance • Retirement • Financial Risk • Equities • Options
Ranks
Certificate:
Series 65
Industries
Financial Services
Resumes
Resumes
Wealth Manager
View pageLocation:
1 Topete Ct, Manalapan, NJ 07726
Industry:
Financial Services
Work:
Private Wealth Management Group of Princeton, New Jersey
Wealth Manager
Bny Mellon Jun 2012 - Jul 2015
Relationship Analyst
Lpl Financial Aug 2007 - Jun 2012
Wealth Manager
Wealth Manager
Bny Mellon Jun 2012 - Jul 2015
Relationship Analyst
Lpl Financial Aug 2007 - Jun 2012
Wealth Manager
Education:
West Chester University of Pennsylvania
Bachelors West Chester University of Pennsylvania
Bachelors, Bachelor of Science, Business Administration, Finance
Bachelors West Chester University of Pennsylvania
Bachelors, Bachelor of Science, Business Administration, Finance
Skills:
Investments
Portfolio Management
Finance
Retirement
Financial Risk
Equities
Options
Portfolio Management
Finance
Retirement
Financial Risk
Equities
Options
Certifications:
Series 65
Certified Financial Planner™
Chartered Retirement Planning Counselor
Certified Financial Planner™
Chartered Retirement Planning Counselor