Profil
Mr. Timothy Daly, CPA, is a Senior Analyst at Wealthstream Advisors, Inc. He works with advisors to create comprehensive financial plans for clients that include cash flow projections, portfolio analysis, and the identification of client needs/obstacles.
Prior to joining Wealthstream Advisors, he was a senior associate in PwC’s investigations and forensics practice where he gained analytical and client facing experience.
He graduated from King’s College in Wilkes-Barre, Pennsylvania, where he attended the McGowan School of Business and earned a bachelor’s degree in both Accounting and Criminal Justice.
Aktive Positionen von Tim Daly
| Unternehmen | Position | Beginn |
|---|---|---|
Wealthstream Advisors, Inc.
 Wealthstream Advisors, Inc. Investment ManagersFinance Wealthstream Advisors, Inc. (Wealthstream) is an independent registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Michael E. Goodman in 2004. Wealthstream provides personalized financial planning and independent investment advice to individuals and high net worth clients. | Analyst-Equity | 01.10.2021 |
Erfahrungen
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| Private Unternehmen | 1 |
|---|---|
Wealthstream Advisors, Inc.
Wealthstream Advisors, Inc. Investment ManagersFinance Wealthstream Advisors, Inc. (Wealthstream) is an independent registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Michael E. Goodman in 2004. Wealthstream provides personalized financial planning and independent investment advice to individuals and high net worth clients. | Finance |
