Daniel McDonough

Projects Strategist and Wealth Management Advisor @Jacobi Capital Management, Llc, A Registered Investment Adviser

Scranton, PA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Apr 2022 — Present

Projects Strategist and Wealth Management Advisor @Jacobi Capital Management, Llc, A Registered Investment Adviser

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Pittston, PA, US

EDUCATION

2001 — 2005

Fordham University

Bachelor of Arts, Economics

2008 — 2010

University of Notre Dame

Master in Business Administration, Finance

SKILLS

SalesCompetitive AnalysisConsultingFinancial ModelingFinancial AnalysisBusiness AnalysisFinanceLeadershipRisk ManagementStrategic PlanningForecastingCross-Functional Team LeadershipCorporate FinanceMarket ResearchAnalysisBusiness Strategy

ABOUT DANIEL MCDONOUGH

Dan McDonough is an expert data specialist with over 15 years of experience in Financial Planning & Analysis and business process engineering. Dan has considerable experience in delivering both small and large-scale implementations to both public and private clients. Most recently, Dan provided expertise in process mapping and improvement, along with the necessary solution architecture, design, development and deployment of analytic platforms and applications.

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Daniel McDonough — Projects Strategist and Wealth Management Advisor at Jacobi Capital Management, Llc, A Registered Investment Adviser in Scranton, PA, US | Unifers