Directory
>
Cfp Daniel Weitz Cfa
Cfp Daniel Weitz Cfa
Managing Director | Principal | Simon Quick Advisors, LLC
Morristown, New Jersey, United States
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.
Cfp Daniel Weitz Cfa
Work Experience
Managing Director | Principal at
Simon Quick Advisors, LLC
January 2019 - Present
Managing Director at
Massey Quick Simon
January 2018 - December 2018
Director at
Massey Quick Simon
January 2014 - December 2017
Vice President at
Massey Quick Simon
January 2013 - December 2013
Associate at
Massey Quick Simon
March 2011 - December 2012
Intern at
CenturyLink
May 2010 - August 2010
Managing Director | Principal at
Massey Quick Simon
Present
Portfolio Analyst at
Regentatlantic Capital, LLC
June 2007 - January 2009
Cfp Daniel Weitz Cfa
Education
Rutgers Business School – Newark and New Brunswick, Mba
January 2009 - January 2011
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
******@simonquickadvisors.com
**************@ameritech.net
******@mqsadvisors.com
Colleagues
Managing Partner
Vice President
Managing Director | Chief Compliance Officer | Principal at Simon Quick Advisors, LLC
Managing Director | Principal, Client Advisor
Vice President | Senior Accountant Family Office Accounting Services
Vice President, Client Advisor
Managing Partner | Wealth Management and Investment Consulting Services
Vice President, Client Advisory
Managing Director, Client Advisor / Principal
Head of Trading, Director of Investments