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Cfp Daniel Weitz Cfa

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Cfp Daniel Weitz Cfa

Managing Director | Principal | Simon Quick Advisors, LLC

Morristown, New Jersey, United States

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Cfp Daniel Weitz Cfa

Summary

Daniel Weitz is a seasoned professional in the Financial Services industry, currently serving as the Managing Director and Principal at Massey Quick Simon. With a strong focus on financial advisory, he leverages his extensive experience to provide strategic insights and guidance to clients. Known for his analytical approach, Daniel is adept at navigating complex financial landscapes and developing tailored solutions. His leadership role reflects a commitment to excellence and a deep understanding of market dynamics. Based in Morristown, New Jersey, he is well-versed in both local and national financial trends. Daniel is passionate about fostering client relationships and driving business growth through innovative strategies. He continues to build his expertise in the ever-evolving financial sector, ensuring he stays ahead of industry changes. His professional journey is marked by a dedication to integrity and client success.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Cfp Daniel Weitz Cfa

Work Experience

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Managing Director | Principal at

Simon Quick Advisors, LLC

January 2019 - Present

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Managing Director at

Massey Quick Simon

January 2018 - December 2018

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Director at

Massey Quick Simon

January 2014 - December 2017

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Vice President at

Massey Quick Simon

January 2013 - December 2013

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Associate at

Massey Quick Simon

March 2011 - December 2012

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Intern at

CenturyLink

May 2010 - August 2010

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Managing Director | Principal at

Massey Quick Simon

Present

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Portfolio Analyst at

Regentatlantic Capital, LLC

June 2007 - January 2009

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Cfp Daniel Weitz Cfa

Education

The University of Maryland, College Park, B.S.

January 2004 - January 2007

Frequently Asked Questions about Cfp Daniel Weitz Cfa

What is Cfp Daniel Weitz Cfa email address?

Cfp Daniel Weitz Cfa's primary email address is ******@simonquickadvisors.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfp Daniel Weitz Cfa work for?

Cfp Daniel Weitz Cfa is a Managing Director | Principal at Simon Quick Advisors, LLC, a company specializing in Security brokers & dealers.

Where Cfp Daniel Weitz Cfa graduated from?

Cfp Daniel Weitz Cfa holds a degree in Finance from Rutgers Business School – Newark and New Brunswick.

How can I directly contact Cfp Daniel Weitz Cfa?

To contact Cfp Daniel Weitz Cfa directly, you can use the email address ******@simonquickadvisors.com. Complete contact information is available upon registration with Muraena.

Who is Cfp Daniel Weitz Cfa?

Daniel Weitz is a seasoned professional in the Financial Services industry, currently serving as the Managing Director and Principal at Massey Quick Simon. With a strong focus on financial advisory, he leverages his extensive experience to provide strategic insights and guidance to clients. Known for his analytical approach, Daniel is adept at navigating complex financial landscapes and developing tailored solutions. His leadership role reflects a commitment to excellence and a deep understanding of market dynamics. Based in Morristown, New Jersey, he is well-versed in both local and national financial trends. Daniel is passionate about fostering client relationships and driving business growth through innovative strategies. He continues to build his expertise in the ever-evolving financial sector, ensuring he stays ahead of industry changes. His professional journey is marked by a dedication to integrity and client success.

Cfp`s contact details

mail

******@simonquickadvisors.com

**************@ameritech.net

******@mqsadvisors.com

Colleagues

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Peter Simon

Managing Partner

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Cfp Garrett Wells

Vice President

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Steve Pisano

Managing Director | Chief Compliance Officer | Principal at Simon Quick Advisors, LLC

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Cfp Kyle Ferrare

Managing Director | Principal, Client Advisor

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Belinda Bast

Vice President | Senior Accountant Family Office Accounting Services

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Cfp Connor Donovan

Vice President, Client Advisor

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Joe Belfatto

Managing Partner | Wealth Management and Investment Consulting Services

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Cfp Brian Hipwell

Vice President, Client Advisory

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Cfp Jack Mahoney

Managing Director, Client Advisor / Principal

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Joe Jedziniak

Head of Trading, Director of Investments

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