Daniel Kitch
Private Wealth Portfolio Specialist at Wells Fargo Private Bank
- Role
- Private Wealth Portfolio Specialist at Wells Fargo Private Wealth
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Daniel Kitch
Experienced portfolio specialist with a demonstrated history of working in the financial services industry, separately managed account business, and private bank sector with ultra-high net worth clients. Skilled in investment analysis, portfolio construction, building/maintaining client relationships, time management, teamwork, leadership, Microsoft Office, and social media. Substantial investment and finance professional with a Bachelor’s Degree focused in Finance/Marketing from La Salle University and a Master\'s in Business Administration with a Concentration in Finance.
Experience
Private Wealth Portfolio Specialist
Feb 2025 — Present · Denver, CO, US
Assistant Vice President
Education
La Salle University
Master of Business Administration - MBA
2019 — 2021
La Salle University
Bachelor’s Degree
2014 — 2018
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