Dan Esquirell

Dan Esquirell

Portfolio Manager-Aktien bei Wescott Financial Advisory Group LLC

Consumer Services
Finance

Profil

Mr. Daniel J.
Esquirell is a Partner & Senior Financial Advisor at Wescott Financial Advisory Group LLC.
He began his career in 1988 working three years in public accounting followed by eight years as a professor of finance and accounting.
He began working with individual clients in the wealth management industry in 1999.
Mr. Esquirell is responsible for developing and presenting financial plans to individual clients as well as overseeing client investment portfolios.
He received his Bachelor of Science degree in Accounting from Bob Jones University and an MBA from Clemson University.
He received the CERTIFIED PUBLIC ACCOUNTANT designation in 1991, and the CERTIFIED FINANCIAL PLANNER® designation in 1999 from the Certified Financial Planner Board of Standards.
He is currently a member of the FPA and he adheres to the Code of Ethics and Professional Standards of Practice set by the CFP Board of Standards.

Aktive Positionen von Dan Esquirell

UnternehmenPositionBeginn
Portfolio Manager-Aktien 01.01.2022
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Ehemalige bekannte Positionen von Dan Esquirell

UnternehmenPositionEnde
Portfolio Manager-Aktien 31.12.2021
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Ausbildung von Dan Esquirell

Clemson University Masters Business Admin
Bob Jones University Undergraduate Degree

Erfahrungen
Besetzte Positionen

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Beziehungen

7

Beziehungen ersten Grades

4

Unternehmen ersten Grades

Herr

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Unternehmensverbindungen

Private Unternehmen2

Finance

Finance

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