Daniel Lorio

Daniel Lorio

Senior Tax Associate
Stamford, Connecticut, United States

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Work Experience

Joel Isaacson & Co., LLC

Senior Tax Associate

2020-01-01 - Present

Rockefeller Capital Management

Senior Associate

2018-03-01 - 2020-01-01

Rockefeller & Co., Inc.

Client Accountant

2014-10-01 - 2020-01-01

The Dowling Group

Senior Tax Advisor

2012-02-01 - 2014-10-01

Barry Gould, CPA

Senior Accountant

2009-01-01 - 2012-01-01

Jujamcyn Theaters, LLC

Staff Accountant

2008-10-01 - 2008-12-01

Skills

investment management cash flow management estate planning tax planning employee benefit coordination insurance planning

Languages

English