Daniel Cape
President and Founding Partner at Lake Edge Wealth Advisors | Senior Wealth Advisor, RJFS
- Role
- President and Founding Partner at Lake Edge Wealth Advisors
- Location
- Green Bay, WI, US
- LinkedIn followers
- 500 followers
About Daniel Cape
I am committed to maintaining the highest standards of integrity and professionalism in…
Experience
President and Founding Partner
Jan 2025 — Present · Green Bay, WI, US
Education
College for Financial Planning
Accredited Asset Management Specialist Designation, Financial Planning and Services
2018 — 2018
Yale School of Management
Certified Investment Management Analyst - Education Program
2021
Cedarville University
Bachelor of Science in Mechanical Engineering, Mechanical Engineering
2011 — 2015
Skills
- Mrp
- Autocad
- Lean Manufacturing
- Microsoft Office
- Solidworks
- Revit
- Cad
- Inventor
- Mechanical Engineering
- Sigmanest
- Matlab
- Microsoft Word
- Powerpoint
- Engineering
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