Daniel Caumo, CFA

Senior Associate at Wilshire
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Pittsburgh, Pennsylvania, United States, US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Chartered Financial Analyst (CFA)
    CFA Institute
    Feb, 2022
    - Nov, 2024
  • Bloomberg Market Concepts
    Bloomberg LP
    Jan, 2017
    - Nov, 2024

Experience

  • Wilshire
    • United States
    • Financial Services
    • 200 - 300 Employee
    • Senior Associate
      • Jan 2023 - Present

    • Associate
      • Jan 2021 - Dec 2022

    • Senior Analyst
      • Jan 2019 - Dec 2020

    • Analyst
      • Aug 2017 - Dec 2018

  • Legend Financial Advisors, Inc.
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Finance Intern
      • Apr 2015 - Sep 2015

Education

  • Duquesne University
    Bachelor of BusinessAdministration (B.B.A.), Finance, General
    2013 - 2017

Community

You need to have a working account to view this content. Click here to join now