Daniel Agoglia
Wealth Management Advisor @Independence Square Advisors
Wayne, PA, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Nov 2016 — Present
Wealth Management Advisor @Independence Square Advisors
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King of Prussia, PA, US
EDUCATION
1993 — 1997
Boston College
Human Development
2013
Villanova University
Principles of Fundraising and Development
SKILLS
BloombergFundraisingFinancial AnalysisHedge FundsAlternative InvestmentsTradingInvestmentsEquitiesManagementSeries 63Portfolio ManagementAsset ManagementSecuritiesSeries 66Capital MarketsSeries 7Mutual FundsFixed Income
ABOUT DANIEL AGOGLIA
Dan brings over 16 years of experience in the financial services industry to the…
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