Directory
>
Daniel Michaels
Daniel Michaels
Vice President | RIA Business Development - West Coast | CION Investments
Santa Monica, California, United States
Daniel Michaels
Summary
Daniel Michaels is a seasoned professional in the investment and financial services industry, currently serving as Vice President of RIA Business Development for Cion Investments on the West Coast. With a strong background in sales and business development, he has honed his skills at various prestigious firms, including Morgan Stanley and Fisher Investments. His career trajectory showcases a consistent focus on enhancing client relationships and driving business growth. Daniel's educational foundation from California Polytechnic State University equips him with both analytical and practical skills necessary for navigating complex financial landscapes. He is known for his strategic thinking and ability to adapt in fast-paced environments. Beyond his professional endeavors, Daniel is passionate about fostering innovation within the financial sector and exploring emerging technologies that can revolutionize investment strategies. His commitment to excellence and leadership positions him as a valuable asset in any organization.
Daniel Michaels
Work Experience
Vice President | RIA Business Development - West Coast at
CION Investments
June 2022 - Present
Director of Sales at
Prometheus Alternative Investments
August 2021 - July 2022
Product Specialist at
CAIS
August 2020 - July 2021
Wealth Management Analyst (PWM) at
Morgan Stanley
April 2018 - August 2020
Client Service Associate PWM at
Morgan Stanley
September 2017 - April 2018
Account Executive at
Fisher Investments
July 2015 - August 2017
Daniel Michaels
Education
California Polytechnic State University, San Luis Obispo, Bachelor's Degree
Frequently Asked Questions about Daniel Michaels
What is Daniel Michaels email address?
Daniel Michaels's primary email address is *********@cioninvestments.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Daniel Michaels work for?
Daniel Michaels is a Vice President | RIA Business Development - West Coast at CION Investments, a company specializing in Investors, nec.
Where Daniel Michaels graduated from?
Daniel Michaels holds a degree in from California Polytechnic State University, San Luis Obispo.
How can I directly contact Daniel Michaels?
To contact Daniel Michaels directly, you can use the email address *********@cioninvestments.com. Complete contact information is available upon registration with Muraena.
Who is Daniel Michaels?
Daniel Michaels is a seasoned professional in the investment and financial services industry, currently serving as Vice President of RIA Business Development for Cion Investments on the West Coast. With a strong background in sales and business development, he has honed his skills at various prestigious firms, including Morgan Stanley and Fisher Investments. His career trajectory showcases a consistent focus on enhancing client relationships and driving business growth. Daniel's educational foundation from California Polytechnic State University equips him with both analytical and practical skills necessary for navigating complex financial landscapes. He is known for his strategic thinking and ability to adapt in fast-paced environments. Beyond his professional endeavors, Daniel is passionate about fostering innovation within the financial sector and exploring emerging technologies that can revolutionize investment strategies. His commitment to excellence and leadership positions him as a valuable asset in any organization.
Daniel`s contact details
*********@cioninvestments.com
Colleagues
Vice President I Rocky Mountains Territory (AZ, CO, NM, NV, UT, WY)
Managing Partner
Vice President - External Wholesaler | FL Gulf Coast
Senior Managing Director - Head of Private Wealth Distribution
Managing Director
SVP & Chief Marketing Officer
Senior Managing Director - Head Of Distribution
Senior Vice President
Vice President