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Daniel Michaels

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Daniel Michaels

Vice President | RIA Business Development - West Coast | CION Investments

Santa Monica, California, United States

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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.

General

Specialist

Leadership Experience

Moderate Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Daniel Michaels

Work Experience

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Vice President | RIA Business Development - West Coast at

CION Investments

June 2022 - Present

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Director of Sales at

Prometheus Alternative Investments

August 2021 - July 2022

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Product Specialist at

CAIS

August 2020 - July 2021

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Wealth Management Analyst (PWM) at

Morgan Stanley

April 2018 - August 2020

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Client Service Associate PWM at

Morgan Stanley

September 2017 - April 2018

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Account Executive at

Fisher Investments

July 2015 - August 2017

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Daniel Michaels

Education

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

mail

*********@cioninvestments.com

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