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Daniel Schluter Cfa
Daniel Schluter Cfa
Vice President Portfolio Analyst | Capital Advisors
Frisco, Texas, United States
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.
Daniel Schluter Cfa
Work Experience
Vice President Portfolio Analyst at
Capital Advisors
December 2021 - Present
Portfolio Analyst at
Capital Advisors
March 2019 - December 2021
Internal Portfolio Manager at
Capital Advisors
September 2017 - March 2019
Commercial Banking Analyst at
JPMorganChase
May 2016 - July 2017
Investment Intern at
Oklahoma State University Foundation
January 2015 - May 2016
Daniel Schluter Cfa
Education
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
*********@capitaladv.com
Colleagues
Senior Vice President
President
Senior Vice President at Capital Advisors, Inc.
Senior Vice President
SVP / Wealth Advisor
VP, Wealth Advisor
VP, Client Service Manager/Trading
Chief Compliance Officer
Vice President, Wealth Advisor