Dan Moisand

Compliance Officer bei Moisand Fitzgerald Tamayo LLC

Commercial Services

Finance

Consumer Services

Aktive Positionen von Dan Moisand

Unternehmen	Position	Beginn	Ende
Moisand Fitzgerald Tamayo LLC Moisand Fitzgerald Tamayo LLC Investment ManagersFinance Moisand Fitzgerald Tamayo LLC (MFT) is an independent, SEC-registered investment advisor headquartered in Orlando, Florida. The firm was founded by Daniel Moisand, Charles Fitzgerald and Ronald Tamayo in 1998 under a different name. MFT provides financial planning and wealth management to a select group of families around the US.	Compliance Officer	01.01.2002	-
	Portfolio Manager-Aktien	01.01.2002	-

Unternehmen	Position	Beginn	Ende
Foundation for Financial Planning	Direktor/Vorstandsmitglied	01.01.2014	01.01.2019
Financial Planning Association Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan.	Präsident	-	-
Certified Financial Planner Board of Standards, Inc. Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC.	Direktor/Vorstandsmitglied	01.01.2021	01.01.2022
	Vorsitzender	01.01.2022	-

Florida State University

Undergraduate Degree

International

Vereinigte Staaten

Operativ

Sektoral

Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

Private Unternehmen	4
Moisand Fitzgerald Tamayo LLC Moisand Fitzgerald Tamayo LLC Investment ManagersFinance Moisand Fitzgerald Tamayo LLC (MFT) is an independent, SEC-registered investment advisor headquartered in Orlando, Florida. The firm was founded by Daniel Moisand, Charles Fitzgerald and Ronald Tamayo in 1998 under a different name. MFT provides financial planning and wealth management to a select group of families around the US.	Finance
Certified Financial Planner Board of Standards, Inc. Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC.	Commercial Services
Financial Planning Association Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan.	Commercial Services
Foundation for Financial Planning