Profiel
Daniel Jason Segal worked as the Director of Investments at Benchmark Financial Wealth Advisors LLC from 2017 to 2020.
He received his undergraduate degree from Tulane University in 1997.
Eerdere bekende functies van Dan Segal
| Bedrijven | Functie | Einde |
|---|---|---|
Benchmark Financial Wealth Advisors LLC
 Benchmark Financial Wealth Advisors LLC Investment ManagersFinance Benchmark Financial Wealth Advisors LLC (BFWA) is a SEC-registered investment advisor headquartered in Boca Raton, Florida. The firm was founded in 2017 as the successor business to Benchmark Financial Group LLC (formed in 2005) and Benchmark Financial Group, Inc. (incorporated in 1999). They are owned by Benchmark Financial Groups LLC. BFWA provides personalized, confidential wealth guidance/financial planning and asset management to individuals and families, small businesses, corporate pension and profit-sharing plans, trusts, estates, and charitable organizations. | Chief Investment Officer | 01-11-2020 |
Opleiding van Dan Segal
| Tulane University (Louisiana) | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
|---|---|
Benchmark Financial Wealth Advisors LLC
Benchmark Financial Wealth Advisors LLC Investment ManagersFinance Benchmark Financial Wealth Advisors LLC (BFWA) is a SEC-registered investment advisor headquartered in Boca Raton, Florida. The firm was founded in 2017 as the successor business to Benchmark Financial Group LLC (formed in 2005) and Benchmark Financial Group, Inc. (incorporated in 1999). They are owned by Benchmark Financial Groups LLC. BFWA provides personalized, confidential wealth guidance/financial planning and asset management to individuals and families, small businesses, corporate pension and profit-sharing plans, trusts, estates, and charitable organizations. | Finance |
