Daniel C. Novak
Williams & Novak Wealth Management
- Role
- Co-founder & Sr Wealth Manager at Williams & Novak Wealth Management, Llc
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Daniel C. Novak
With over 10 years of experience in wealth management, Daniel has built a reputation for…
Experience
Co-founder & Sr Wealth Manager
Williams & Novak Wealth Management, Llc
Mar 2019 — Present · Westlake Village, CA, US
Education
Moorpark College
Associate’s Degree, Business, Management, Marketing, and Related Support Services
2009 — 2011
Pepperdine Graziadio Business School
Bachelor’s Degree, Business Management—Concentration in Finance & Marketing
2012 — 2013
Pepperdine Graziadio Business School
Master of Business Administration (M.B.A.), Banking, Investments, Corporate Finance, and Securities Law
2014 — 2015
University of Oxford
Certificate in Global Enterprise Management , Business Administration and Management, General
2016 — 2016
Pepperdine Law
The Straus School of Dispute Resolution, Coursework in Buisness Negotiation, Mediation/arbitration, and General Dispute Resolution
2014 — 2015
Skills
- Advertising
- Budgets
- Finance
- Analysis
- Financial Analysis
- Salesforce.com
- Crm
- Direct Sales
- Business Correspondence
- Social Media Marketing
- Powerpoint
- Microsoft Excel
- SEO
- Retail
- Marketing
- Generation
- Strategic Planning
- Sales Presentations
- Social Networking
- Executive Assistant
- Marketing Strategy
- Digital Media
- Microsoft Office
- Sales
- Customer Service
- Account Management
- Business Development
- Client Generation
- Building Relationships
- Creative Strategy
- Leadership
- Social Media
- Strategy
- Inside Sales
- Email Marketing
- Team Building
- Management
- Analytics
- Business Strategy
- Customer Satisfaction
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.