Daniel J Goldman is a high-skilled expert, that works in Olson Investment Advisors main office of which is in 77. on the position of Portfolio Manager and President from 2016. Daniel J Goldman has earned professional experience in more than seven positions at various companies. Daniel J Goldman went to the University of Chicago, Booth Graduate School of Business and got education from 1996 to 1998. This professional has professional qualifications: Chartered Financial Analyst (Cfa). Seattle, Washington is the area, where this person was lastly known to be located. The professional's email address and phone number are accessed through this website by request.
Name variants:
Danial Goldman,
Dan Goldman,
Danny Goldman
Last updated May 02, 2024
Contact Information
Last Update
Jul 7, 2022
Email
dj**@gmail.com
Location
Seattle, WA
Company
Olson Investment Advisors, Llc
Workplace
Portfolio Manager and President
Work History
Portfolio Manager and President
520 Pike St SUITE 2225, Seattle, WA 98101
from Feb 2016
Portfolio Manager
520 Pike St SUITE 2225, Seattle, WA 98101
For over a quarter of a century, Olson Investment Advisors, LLC, has been helping people prepare for a worry-free retirement by guiding them to make informed decisions about their money. As ...
Dec 1, 2006 — Feb 2016
Senior Financial Analyst
1 Microsoft Way, Redmond, WA
Served as chief financial advisor to a General Manager with $65 million budget.
Evaluated underlying rationale and net present value analysis of proposed internal investments.
Tracked spe...
Jan 2006 — Nov 2006
Fixed Income Trader
251 18Th St south SUITE 900, Arlington, VA 22202
Executed fixed income security transactions totaling more than $450 million for a fixed income hedge fund using the Bloomberg System each morning to evaluate market conditions.
Built and m...
Oct 2003 — Dec 2005
Special Projects and Internship
880 Carillon Pkwy, St Petersburg, FL 33716
Mar 2002 — May 2002
Education
Occupations
Financial Broker
Portfolio Manager
Executive
Chairperson
Accountant
Finance and Accounting Specialist
Guide
Chief Executive Officer
Investment Analyst
Financial Analyst
Chief Executive
Accounting Bookkeeper
Bookkeeper
Tour Guide
Corporate Executive
Skills
Portfolio Management
Asset Allocation
Client Development
Private Clients
Chartered Financial Analyst
Investments
Investment Management
Trading
Mutual Funds
Asset Management
Financial Services
Trust Management
Series 7
Fixed Income
Equities
FAQs about Daniel J Goldman
What's the profession of Daniel J Goldman?
This professional's job is Portfolio Manager and President
What are the profession of The professional?
These person's professions are Financial Broker and Portfolio Manager
Where does Daniel J Goldman currently live?
Daniel J Goldman lives in Seattle, Washington.
What is the professional's email?
Daniel's email is dj**@gmail.com.
Where did Daniel J Goldman work?
Daniel worked at Olson Investment Advisors, Llc, Olson Investment Advisors, Llc.
Where has Daniel J Goldman studied?
Daniel studied at the University of Chicago, Booth Graduate School of Business from 1996 to 1998.
What are the certifications of Daniel J Goldman?
The professional received the following certifications: Chartered Financial Analyst (Cfa).
What languages does Daniel J Goldman speak?
Daniel J Goldman speaks English, Russian, and French.