Daniel Moas

Daniel Moas

Manager - Wealth Management
Los Angeles, California, United States

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Work Experience

Aspiriant

Manager - Wealth Management

2017-01-01 - Present

Southport Capital

Assistant Vice President of Financial Planning

2014-01-01 - 2016-01-01

University of Oregon

Statistics / Econometrics Tutor

2012-01-01 - 2014-01-01

Skills

wealth management financial planning investment management family office estate planning charitable giving tax planning risk management concentrated stock wealth compensation structuring legacy planning succession planning wealth transition retirement planning insurance review foundation management bill debt management stock options

Languages

English