Daniel S. Banaszak
Portefeuillebeheerder-Aandelen bij PlanRock Wealth Management LLC
Profiel
Daniel S.
Banaszak is currently a Portfolio Manager at PlanRock Wealth Management LLC.
Previously, he worked as a Portfolio Strategist at Victory Capital Management, Inc. from 2015 to 2019, a Portfolio Manager at Compass Efficient Model Portfolios LLC from 2011 to 2015, and an Options Trader at Chicago Board of Trade in 2011.
Banaszak received his undergraduate degree from Xavier University in 2006 and another undergraduate degree from The Ohio State University in 2004.
Actieve functies van Daniel S. Banaszak
Bedrijven | Functie | Begin |
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PlanRock Wealth Management LLC
PlanRock Wealth Management LLC Investment ManagersFinance PlanRock Wealth Management LLC provides investment advice. The private company is based in Franklin, TN. The company was founded by Stephen Michael Hammers. Stephen Michael Hammers has been the CEO since incorporation. | Portefeuillebeheerder-Aandelen | - |
Eerdere bekende functies van Daniel S. Banaszak
Bedrijven | Functie | Einde |
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Victory Capital Management, Inc. (Investment Management)
Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). The firm was founded in 1894 and formerly known as Key Asset Management, Inc. Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. | Portefeuillebeheerder-Aandelen | 01-12-2019 |
Compass Efficient Model Portfolios LLC
Compass Efficient Model Portfolios LLC Investment ManagersFinance Founded in 1996 by Stephen Hammers and David Moore, Compass Efficient Model Portfolios LLC is a registered investment advisor located in Brentwood, Tennessee. The firm is also known as Compass Advisor Group and Compass EMP. They are affiliated with Compass Advisory Partners, a financial planning firm also located in Brentwood, Tennessee. | Portefeuillebeheerder-Aandelen | 30-04-2015 |
Chicago Board of Trade
Chicago Board of Trade Investment Banks/BrokersFinance Chicago Board of Trade provides trade derivative facilities. It allows speculators throughout the world to interpret economic data, news, and other information. The company was founded on April 3, 1848 and is headquartered in Chicago, IL. | Corporate Officer/Principal | 30-08-2011 |
Opleiding van Daniel S. Banaszak
The Ohio State University | Undergraduate Degree |
Xavier University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Eerstegraads connecties
Bedrijven verbonden in de eerste graad
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Vrouw
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Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 4 |
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Compass Efficient Model Portfolios LLC
Compass Efficient Model Portfolios LLC Investment ManagersFinance Founded in 1996 by Stephen Hammers and David Moore, Compass Efficient Model Portfolios LLC is a registered investment advisor located in Brentwood, Tennessee. The firm is also known as Compass Advisor Group and Compass EMP. They are affiliated with Compass Advisory Partners, a financial planning firm also located in Brentwood, Tennessee. | Finance |
Chicago Board of Trade
Chicago Board of Trade Investment Banks/BrokersFinance Chicago Board of Trade provides trade derivative facilities. It allows speculators throughout the world to interpret economic data, news, and other information. The company was founded on April 3, 1848 and is headquartered in Chicago, IL. | Finance |
Victory Capital Management, Inc. (Investment Management)
Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). The firm was founded in 1894 and formerly known as Key Asset Management, Inc. Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. | Finance |
PlanRock Wealth Management LLC
PlanRock Wealth Management LLC Investment ManagersFinance PlanRock Wealth Management LLC provides investment advice. The private company is based in Franklin, TN. The company was founded by Stephen Michael Hammers. Stephen Michael Hammers has been the CEO since incorporation. | Finance |