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Daniel Schluter Cfa

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Daniel Schluter Cfa

Vice President Portfolio Analyst | Capital Advisors

Frisco, Texas, United States

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Daniel Schluter Cfa

Summary

Daniel Schluter is a Vice President and Portfolio Analyst with a robust background in finance and investment analysis. Currently based in Frisco, Texas, he has accumulated extensive experience in the banking and financial services sector, particularly with Capital Advisors, where he has progressed through various roles since 2015. Daniel's academic foundation in Finance and Accounting from Oklahoma State University complements his practical skills in portfolio management and analysis. He has a proven track record of adapting to different roles within the financial industry, showcasing his versatility and commitment to professional growth. With a keen interest in investment strategies and market analysis, he is well-positioned to contribute to the evolving landscape of financial services. Outside of his professional pursuits, he may have interests in mentoring emerging finance professionals, given his leadership role.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Organisational experience

Corporate Experience

Daniel Schluter Cfa

Work Experience

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Vice President Portfolio Analyst at

Capital Advisors

December 2021 - Present

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Portfolio Analyst at

Capital Advisors

March 2019 - December 2021

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Internal Portfolio Manager at

Capital Advisors

September 2017 - March 2019

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Commercial Banking Analyst at

JPMorganChase

May 2016 - July 2017

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Investment Intern at

Oklahoma State University Foundation

January 2015 - May 2016

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Daniel Schluter Cfa

Education

Oklahoma State University

January 2012 - January 2016

Frequently Asked Questions about Daniel Schluter Cfa

What is Daniel Schluter Cfa email address?

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

What company does Daniel Schluter Cfa work for?

Daniel Schluter Cfa is a Vice President Portfolio Analyst at Capital Advisors, a company specializing in Functions related to depository banking.

Where Daniel Schluter Cfa graduated from?

Daniel Schluter Cfa holds a degree in Major: Finance; Minor: Accounting from Oklahoma State University.

How can I directly contact Daniel Schluter Cfa?

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

Who is Daniel Schluter Cfa?

Daniel Schluter is a Vice President and Portfolio Analyst with a robust background in finance and investment analysis. Currently based in Frisco, Texas, he has accumulated extensive experience in the banking and financial services sector, particularly with Capital Advisors, where he has progressed through various roles since 2015. Daniel's academic foundation in Finance and Accounting from Oklahoma State University complements his practical skills in portfolio management and analysis. He has a proven track record of adapting to different roles within the financial industry, showcasing his versatility and commitment to professional growth. With a keen interest in investment strategies and market analysis, he is well-positioned to contribute to the evolving landscape of financial services. Outside of his professional pursuits, he may have interests in mentoring emerging finance professionals, given his leadership role.

Daniel`s contact details

mail

*********@capitaladv.com

Colleagues

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Cfp Thomas Liversage

Senior Vice President

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Andy Brown

President

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George Haas

Senior Vice President at Capital Advisors, Inc.

Monty Butts

Senior Vice President

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Cfp Simon Beresford

SVP / Wealth Advisor

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Jason Percy

VP, Wealth Advisor

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Kasey Bray

VP, Client Service Manager/Trading

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Debra Konieczny

Chief Compliance Officer

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Dan Dimitrijevic

Vice President, Wealth Advisor

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