Daniel Heims
Office Manager / Registered Client Associate - BearingStone Wealth
- Role
- Office Manager Registered Client Associate at Bearingstone Wealth, Inc
- Location
- Buffalo, NY, US
- LinkedIn followers
- 500 followers
About Daniel Heims
Experienced Professional with a demonstrated history of project management and operations…
Experience
Office Manager Registered Client Associate
Jan 2025 — Present · Williamsville, NY, US
At BearingStone Wealth, we are an ensemble of advisors with over a century’s worth of experience. The ensemble is a blend of modern and traditional approaches to financial planning. From retirement planning to the most complex business exit strategies, we design financial plans that focus on what’s important to you.
Education
State University of New York at Buffalo
EdM.
2000 — 2002
State University of New York at Buffalo
B.A.
1997 — 2000
Skills
- Staff Development
- Program Development
- Higher Education
- Event Management
- Social Networking
- Public Speaking
- Resume Writing
- Powerpoint
- Fundraising
- Student Leadership
- Event Planning
- Higher Education Administration
- Nonprofits
- Leadership Development
- Student Affairs
- Project Management
- Research
- Student Engagement
- Teaching
- Community Outreach
- Student Development
- Job Search Strategies
- Career Counseling
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