Daniel Elias

Financial Planning Assistant at Vista Wealth Management, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Miami-Fort Lauderdale Area

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Bio

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Experience

  • Vista Wealth Management, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Planning Assistant
      • Mar 2022 - Present

      LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​ Show less

  • Enterprise Holdings
    • United States
    • Travel Arrangements
    • 700 & Above Employee
    • Accounting Supervisor
      • Mar 2019 - Mar 2022

  • Enterprise Holdings
    • United States
    • Travel Arrangements
    • 700 & Above Employee
    • Staff Accountant
      • Jun 2017 - Jan 2019

  • CampusDoor
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Associate, Client Services
      • May 2012 - Aug 2016

Education

  • Boiling Springs High School
    High School Diploma, General Studies
    2009 - 2013

Community

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