Daniel Confreda, CPA

Investment and Retirement Services Associate at Flynn Financial Partners, Ltd.
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Contact Information
us****@****om
(386) 825-5501
Location
Westwood, New Jersey, United States, JE
Skills

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Bio

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Credentials

  • Bloomberg Market Concepts
    Bloomberg
    Oct, 2018
    - Nov, 2024
  • Certified Public Accountant
    New York State Education Department
    Oct, 2021
    - Nov, 2024

Experience

  • Flynn Financial Partners, Ltd.
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Investment and Retirement Services Associate
      • Apr 2022 - Present

  • PwC
    • Professional Services
    • 700 & Above Employee
    • Senior Tax Associate
      • Jan 2022 - Apr 2022

    • Tax Associate
      • Jul 2020 - Jan 2022

      Investment Management Team

  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • Wealth Management Intern
      • Mar 2019 - Jan 2020

      - Organize and run a business advisory group and niche focus groups - Maintain client and prospect relations and plan client/prospect events - Research, analyze, and recommend structured investment products based on market forecasts and client risk tolerances - Analyze and report FA’s prospect pipelines - Manage the branch website - Organize and run a business advisory group and niche focus groups - Maintain client and prospect relations and plan client/prospect events - Research, analyze, and recommend structured investment products based on market forecasts and client risk tolerances - Analyze and report FA’s prospect pipelines - Manage the branch website

  • Kappa Sigma Fraternity
    • United States
    • Non-profit Organizations
    • 300 - 400 Employee
    • Treasurer
      • Jan 2019 - Jan 2020

      - develop a budget for the chapter - ensure the chapter stays on budget with spending - develop a budget for the chapter - ensure the chapter stays on budget with spending

  • Marist College
    • United States
    • Higher Education
    • 700 & Above Employee
    • Tour Guide
      • Sep 2016 - Mar 2019

      - Inform tour groups about Marist College - Discuss the transfer from high school to college - Promote the school in a positive way - Inform tour groups about Marist College - Discuss the transfer from high school to college - Promote the school in a positive way

  • Garen & Company LLC
    • United States
    • Administrative Assistant
      • Jun 2015 - Jan 2019

      Small CPA firm located in Englewood Cliffs, NJ where I had the ability to learn from tax partners Small CPA firm located in Englewood Cliffs, NJ where I had the ability to learn from tax partners

Education

  • Marist College School of Management
    Bachelor's degree, Accounting and Finance
    2016 - 2020

Community

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