Jared McDaniel, CFA, CPA, CFP, CMT, AIF’s Email & Phone

Image of Jared McDaniel, CFA, CPA, CFP, CMT, AIF

Jared McDaniel, CFA, CPA, CFP, CMT, AIF

Senior Investment Consultant @ City National Rochdale

Jared McDaniel, CFA, CPA, CFP, CMT, AIF Contact Details

Location:
Tampa/St. Petersburg, Florida Area
Work:
Senior Investment Consultant @ City National Rochdale
Vice President - Investment Strategy Group @ Sentinel Investments
Vice President - Investment Strategist @ Deutsche Bank
Education:
M.S.Acc., Masters in Accounting, Specialization Tax @ University of Florida - Warrington College Of Business
About:

Senior Investment Consultant @ ● Develop relationships with CPAs, attorneys, financial advisors and their clients (individuals, families, and foundations) in Florida. ● Build and foster relationships with high-net-worth investors who may benefit from City National Rochdale’s Investment management services. ● Work with Rochdale's portfolio managers to design, present and implement intelligently personalized long term, risk managed investment 

Looking for a different Jared McDaniel, CFA, CPA, CFP, CMT, AIF?

Get an email address for anyone on LinkedIn with the ContactOut Chrome extension
Install the extension - it's free!

ContactOut is used by
76% of Fortune 500 companies

Similar Profiles to Jared McDaniel, CFA, CPA, CFP, CMT, AIF

Recruiters looking for Jared McDaniel, CFA, CPA, CFP, CMT, AIF also viewed
Most popular profiles
Related profiles
  • No profiles to display.