Daniel Soo Phones & Addresses
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80 Metropolitan Ave APT 3N, Brooklyn, NY 11249 (212) 675-7065
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280 Rector St, New York, NY 10280 (212) 675-7065
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150 44Th St, New York, NY 10017 (212) 661-8801
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230 16Th St, Manhattan, NY 10011 (212) 675-7065
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Oradell, NJ
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Bergenfield, NJ
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Edgewater, NJ
Resumes
Resumes
Senior Wealth Management Advisor
View pageLocation:
New York, NY
Industry:
Financial Services
Work:
Tiaa
Senior Wealth Management Advisor
Massmutual Financial Group Jul 1989 - Mar 1994
Financial Advisor
Senior Wealth Management Advisor
Massmutual Financial Group Jul 1989 - Mar 1994
Financial Advisor
Education:
Rutgers University 1985 - 1989
Bachelors, Bachelor of Arts, Economics
Bachelors, Bachelor of Arts, Economics
Skills:
Chartered Financial Consultant
Accredited Investment Fiduciary
Life Insurance and Health Insurance
Retirement and Estate Planning Expertise
Registered Investment Advisor
Endowment and Foundation Consulting
Institutional Consultant
Finra
Accredited Investment Fiduciary
Life Insurance and Health Insurance
Retirement and Estate Planning Expertise
Registered Investment Advisor
Endowment and Foundation Consulting
Institutional Consultant
Finra
Principal
View pageLocation:
New York, NY
Industry:
Financial Services
Work:
Deloitte
Principal
Mediaserv Sep 1999 - Mar 2000
Solutions Consultant
Principal
Mediaserv Sep 1999 - Mar 2000
Solutions Consultant
Education:
University of Waterloo
Bachelor of Applied Science, Bachelors, Computer Engineering
Bachelor of Applied Science, Bachelors, Computer Engineering
Skills:
It Strategy
Management Consulting
Business Transformation
Business Process Improvement
Enterprise Risk Management
Program Management
Governance
Business Process Re Engineering
Business Analysis
It Audit
Sdlc
Business Process
Enterprise Architecture
Acquisition Integration
Cissp
Management Consulting
Business Transformation
Business Process Improvement
Enterprise Risk Management
Program Management
Governance
Business Process Re Engineering
Business Analysis
It Audit
Sdlc
Business Process
Enterprise Architecture
Acquisition Integration
Cissp
Daniel Soo
View pageLocation:
New York, NY
Industry:
Information Technology And Services
Work:
Jardine Matheson Holdings Sep 2010 - Oct 2010
Finance Intern
Arrow Electronics Jun 2010 - Jul 2010
Inside Sales
American Insurance Association May 2006 - Jul 2006
Sales Assistant Intern
Finance Intern
Arrow Electronics Jun 2010 - Jul 2010
Inside Sales
American Insurance Association May 2006 - Jul 2006
Sales Assistant Intern
Education:
Inti International College Penang
Rochester Institute of Technology
Bachelors, Bachelor of Science, International Business, Finance
Rochester Institute of Technology
Bachelors, Bachelor of Science, International Business, Finance
Skills:
Financial Modeling
Investments
Business Strategy
Financial Analysis
Finance
Accounting
Investments
Business Strategy
Financial Analysis
Finance
Accounting
Interests:
Networking
Table Tennis
See 2+See Less
New York City
Investing
Travelling
Soccer
Fitness
Tennis
Penang
Golf
Food
Fishing
Table Tennis
See 2+See Less
New York City
Investing
Travelling
Soccer
Fitness
Tennis
Penang
Golf
Food
Fishing