Daniel Nolan is a qualified professional, who works in Advisorengine main office of which is in 4. as a Client Success Associate since 2017. Daniel Nolan has earned professional experience in more than six positions at different companies. Daniel Nolan went to the Northeastern University and got education there from 2012 to 2017. New York, New York is the area, where this expert was lastly known to be living. Daniel Nolan's contacts are accessed through this website on demand.
Name variants:
Danial Nolan,
Dan Nolan,
Danny Nolan
Last updated May 03, 2024
Contact Information
Last Update
Jul 11, 2022
Email
dn**@advisorengine.com, dn**@smartleaf.com
Location
New York, NY
Company
Advisorengine
Workplace
Client Success Associate
Work History
Client Success Associate
60 Hudson St, New York, NY 10013
As a member of the Client Success team, my goal is to help clients successfully utilize our industry-leading RIA practice management platform. In doing so, I focus on:
Working with clients...
May 2017 — Mar 2019
Private Wealth Management Analyst Intern
200 West St, New York, NY 10006
At Goldman Sachs, we believe progress is everyone's business. That's why we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow.Founde...
Jul 2016 — Dec 2016
Business Development Associate
1 Bowdoin Sq, Boston, MA 02114
Smartleaf is an industry-leading trading platform, with advanced portfolio rebalancing and tax loss harvesting capabilities. As a business development associate, I focused on spreading this ...
Jul 1, 2015 — May 2016
Sales Associate
838 Moody St, Waltham, MA 02453
Educated customers on current running footwear and apparel technology and properly fitted customers for the appropriate products using a learned information base and interpersonal communicat...
Oct 2013 — Apr 2015
Business Analyst
1 Wayside Rd, Burlington, MA 01803
Managed a domestic, quota-driven sales region for the “Dragon” product line, with an 80% increase in year-over-year sales while successfully navigating customer relations and corporate rest...
Jun 2014 — Dec 2014
Education
2012 — 2017
Occupations
Executive
Produce Manager
Supporting Member
Accountant
Finance and Accounting Specialist
Production Manager
Team Member
Accounting Bookkeeper
Bookkeeper
Skills
Microsoft Excel
Business Analysis
Microsoft Office
Business Development
Marketing Strategy
Event Planning
Sales Operations
Microsoft Word
Public Speaking
Social Media
New Business Development
Communication
Social Entrepreneurship
Financial Reporting