Daniel Agoglia
Wealth Management Advisor at Independence Square Advisors
- Role
- Wealth Management Advisor at Independence Square Advisors
- Location
- Wayne, PA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Daniel Agoglia
Dan brings over 16 years of experience in the financial services industry to the…
Experience
Wealth Management Advisor
Nov 2016 — Present · King of Prussia, PA, US
Education
Boston College
Human Development
1993 — 1997
Villanova University
Principles of Fundraising and Development
2013
Skills
- Bloomberg
- Fundraising
- Financial Analysis
- Hedge Funds
- Alternative Investments
- Trading
- Investments
- Equities
- Management
- Series 63
- Portfolio Management
- Asset Management
- Securities
- Series 66
- Capital Markets
- Series 7
- Mutual Funds
- Fixed Income
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