Daniel Pinheiro

Swansea, MA, US

Daniel Pinheiro Work

Founder and Wealth Manager @ South Coast Planning & Wealth Management LLC

Present

Wealth Manager and Portfolio Manager @ Barry Investment Advisors

Present

Portfolio Oversight Manager ll, Assistant Vice President @ Bank of America

Present

Daniel Pinheiro Education

Certificate in Wealth Management Theory & Practice @ Yale School of Management

2008 - 2010 MSF in Finance @ D'Amore-McKim School of Business at Northeastern University

2002 - 2004 Bachelors Degree in Business Information Systems @ University of Massachusetts Dartmouth

Daniel Pinheiro Skills

VBA

Bloomberg Terminal

Asset Allocation

Portfolio Management

Equities

Fixed Income

Capital Markets

Precious Metals

Equity Research

Trading

+1 more

Frequently Asked Questions about Daniel Pinheiro

What is Daniel Pinheiro's email address?

We have information regarding potential email addresses for Daniel Pinheiro. One professional email might be at a domain similar to ...@southcoastplanning.com. A personal email could be at a domain like ...@gmail.com . Please check the contact information section on this page to learn more and access full details.

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What company does Daniel Pinheiro work for?

Daniel Pinheiro's current employer information is not specified in detail here. You might find more information in the "Work Experience" section.

What industry does Daniel Pinheiro work in?

Daniel Pinheiro's primary industry can often be inferred from their work experience and skills listed on this profile.

Where is Daniel Pinheiro located?

Daniel Pinheiro is based in or around Swansea, MA, US.

Daniel Pinheiro Email Addresses:

Personal: d******@gmail.com +2 more

Work: d*******@southcoastplanning.com

Daniel Pinheiro Phone Numbers:

+1 123-456-7890

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