Daniel Pinheiro

Daniel Pinheiro Work

Founder and Wealth Manager

@ South Coast Planning & Wealth Management LLC

B

Wealth Manager and Portfolio Manager

@ Barry Investment Advisors

Portfolio Oversight Manager ll, Assistant Vice President

@ Bank of America

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

VBABloomberg TerminalAsset AllocationPortfolio ManagementEquitiesFixed IncomeCapital MarketsPrecious MetalsEquity ResearchTradingInvestment Management

Daniel Pinheiro Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

Phone+● ●●● ●●● ●●●●

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Daniel Pinheiro currently works at South Coast Planning & Wealth Management LLC as Daniel Pinheiro - Founder and Wealth Manager at South Coast Planning & Wealth Management LLC.

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