Marc Dacanay
- Role
- Director of Business Operations at Geometric Wealth Advisors
- Location
- Mesa, AZ, US
- LinkedIn followers
- 500 followers
OperationsView LinkedIn profile
Experience
Director of Business Operations
Jan 2021 — Present
Comprehensive financial planning for executives and partners in management consulting, finance, and other demanding careers
Skills
- Asset Management
- Financial Modeling
- Retirement Planning
- Portfolio Management
- Wealth Management Services
- Financial Advisory
- Investment Advisory
- Alternative Investments
- Investments
- Management
- Bloomberg
- Asset Allocation
- Securities
- Mutual Funds
- Financial Analysis
- Strategic Financial Planning
- Wealth Management
- Finance
- Pensions
- Estate Planning
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