Daniel Persa

Investment Counselor at Fisher Investments

Role: Investment Counselor at Fisher Investments
Location: Portland, OR, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Investment Counselor
Fisher Investments
Feb 2025 — Present

Skills

Wood Framing
Finance
Investment Valuation
Microsoft Office
Leadership
Fine Woodworking
Microsoft Word
Microsoft Excel
Powerpoint
Team Leadership
Communication
Employee Training
Financial Statements
Financial Analysis
Stock Trading
Digital Marketing
Quality Auditing
Social Skills
Cross-Functional Team Leadership
Negotiation
Public Speaking
Business Analysis
Cpr Certified
Portfolio Management
Customer Service
Social Media
Retail
Networking
Social Innovation
Time Management
Cashiering
Teamwork
Constructive Feedback
Financial Accounting
Critical Thinking
Organization Skills
Analytical Skills

Contact information

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Work email
•••••@fisherinvestments.com
Personal email
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Current company

Fisher Investments

Financial Services · 5.8K employees · Founded 1979 · Plano, Texas, United States

Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client International. Together, these groups serve a diverse global client base that includes corporations, public and multi-employer pension funds, foundations and endowments, governments and high net worth families. Fisher Investments was founded in 1979 by Ken Fisher, who served as CEO for 37 years and now serves as Executive Chairman and Co-Chief Investment Officer. Ken wrote the Forbes “Portfolio Strategy” column from 1984 through 2016, making him the longest continuously running columnist in the magazine’s history. He now writes monthly, native language columns in major media organs around the world, spanning more countries and more languages in more total reach than any other, non-syndicated columnist of any type ever. Ken has written 11 books—including 4 New York Times bestsellers—and has regularly appeared on CNBC, Fox Business, Fox News, CNN International, Yahoo Finance, Bloomberg TV, and numerous other financial news outlets. For more information on Fisher Investments, please visit www.fisherinvestments.com. Careers Page: https://www.fisherinvestments.com/en-us/careers Important Disclosures: https://www.fisherinvestments.com/en-us/disclosures Privacy Policy: https://www.fisherinvestments.com/en-us/privacy/employee Community Guidelines: https://www.fisherinvestments.com/en-us/communityguidelines

fisherinvestments.com

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