Daniel Merriman
Wealth Management Intern @Cary Street Partners
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WORK HISTORY
Wealth Management Intern @Cary Street Partners
Fredericksburg, VA, US
EDUCATION
JMU College of Business
Bachelor of Business Administration - BBA, Finance, General
University of Antwerp - Faculty of Business and Economics
Concentration, European Business
James Madison University
Bachelor of Business Administration - BBA, Finance, General
ABOUT DANIEL MERRIMAN
Currently, I am a Wealth Management Intern at Cary Street Partners gaining experience with platforms such as eMoney, Salesforce, First Clearing, Schwab, and Black Diamond. This fall I am entering my final year at James Madison University. I will be obtaining my Bachelor of Business Administration in Finance with a minor in Sports Communication. I am a highly detail-orientated individual who is looking to learn at every corner. I am hungry to develop professionally and make a palpable impact on the organizations I am apart of. Eventually, I am planning on working through several FINRA certifications to become a Financial Advisor, Wealth Manager, or Financial Planner. My skills include interpersonal communication, sales, Microsoft Office, Microsoft Excel, Microsoft PowerPoint, data analytics, customer service, analytical writing, social media management, NIL, and public speaking.
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