Daniel Henao
Senior Investment Analyst at Truist Wealth
- Role
- Senior Investment Analyst at Truist Wealth
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Daniel Henao
I am an Investment Professional offerring a diverse background in investment analysis, portfolio management, and client advisory services. My focus centers on strategic asset allocation across domestic and global markets, following a tailored investment objective. I bring a motivated and competitive mindset to my work - consistently striving for performance, execution, and continuous improvement. I am very passionate about making a positive impact by educating investors and clients.I confidently believe informed clients make better long-term decisions, valuing transperancy and clarity in every interaction.
Experience
Senior Investment Analyst
Mar 2026 — Present · Charlotte, NC, US
Education
Darla Moore School of Business at the University of South Carolina
Finance, General
2015 — 2019
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