Dan Gibbons is a high-level expert, who works in Marshall & Sterling main office of which is in 1232. as a Wealth Management Intern since 2016. This person gained professional experience in more than six positions at various companies. Dan Gibbons went to the Marist College and received education from 2014 to 2017. New York, New York is the city, where this professional was known to settle. Dan's email address and number can be accessed through SoftwareOfficial by request.
Name variants:
Daniel Gibbons
Last updated May 01, 2024
Contact Information
Workplace
Colleagues
Work History
Wealth Management Intern
110 Main St, Poughkeepsie, NY 12601
Generate client facing quarterly reviews for client-representative meetings
Analyzed and wrote quarterly investment reports for 401k plan participants
Prepared reports for monthly investm...
Oct 2016 — Dec 2016
Financial Analyst Intern
601 6 FLOOR 7, Norwalk, CT
Performed financial forecasting and reconciliation of actual versus budget for the total business
Prepared and improve the quality of analysis for executive level reporting
Maintained com...
May 2016 — Aug 2016
Marketing Intern
83 Main St SUITE 4, Northport, NY 11768
Augmented the availability and appearance of client's businesses on numerous search engines including Google and Bing Unified vital information about current and potential clients showing th...
May 2015 — Aug 2015
Intern
Syosset, NY
Trusted with data entry through Morning Star for multiple portfolios
Liaised with 40-50 potential clients and business partners per week on behalf of the Chief Investment Officer through p...
May 2015 — Aug 2015
Assistant To the President
Examined the financial history of various properties to ensure the validity of reports Aided in finding mortgage legitimacy in the boroughs of Brooklyn and Queens
Sep 2012 — Aug 2013
490 Wheeler Rd SUITE 265, Hauppauge, NY 11788
Education
2014 — 2017
Occupations
Apprentice
Accountant
Finance and Accounting Specialist
Financial Analyst
Executive
Master of Science
Student Worker
Accounting Bookkeeper
Bookkeeper
Skills
Microsoft Excel
Microsoft Word
Powerpoint
Social Networking
Morningstar
Morningstar Office
FAQs about Dan Gibbons
What's the profession of Dan Gibbons?
This professional's job is Financial Services
What jobs is Dan Gibbons proficient at at?
Dan Gibbons is proficient at Apprentice jobs.
Where is Dan Gibbons located?
Dan Gibbons is located in New York, New York.
Does Dan have the email address?
dg**@magii-inc.com is The professional's email address.
How many companies did Dan Gibbons work at?
The professional worked at six jobs.
Where has Dan Gibbons studied?
Dan studied at the Marist College from 2014 to 2017.
What are special skills of Dan Gibbons?
This professional has skills in the following areas: Microsoft Excel, Microsoft Word, Powerpoint, Social Networking, Morningstar, and Morningstar Office.