Principal Financial Advisor@ CAPTRUST
Orlando, Florida, United States
Dan DiGiacomo
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The Ohio State University
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FlashIntel GPTDan DiGiacomo is a senior vice president with 17.6 years of experience in the financial services industry. He is responsible for providing retirement plan advisory services to institutional fiduciaries. Dan works with retirement and investment committees on recurring procedural oversight and special fee projects. He has worked at CAPTRUST and SagePoint Financial, gaining expertise in financial services and asset management. Dan is based in Lake Mary, Florida.
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About
Currently a senior vice president, responsible for providing retirement plan advisory services to institutional fiduciaries. Work with retirement and investment committees on recurring procedural oversight, along with special fee projects, behavioral studies and ERISA related matters. Have worked in the financial services industry since 1999.
Work Experience
Principal Financial Advisor
Principal, Financial Advisor
Financial Services
Dan DiGiacomo's Professional Milestones
- Principal Financial Advisor (2010-03-01~): Maximized client satisfaction by providing expert financial advice and tailored solutions for the entire company.
- Financial Advisor (2007-09-01~2010-02-01): Provided expert financial guidance and help clients achieve their goals and maximize their financial resources.
Education
Political Science,
Bachelors,
Bachelor Of Arts
1995-1999Skill
401k
Investment Advisory
Asset Allocation
Alternative Investments
Retirement
Investments
Mutual Funds
Investment Strategies
Financial Advisory
Pensions
Portfolio Management
Qualified Retirement Plans
Asset Managment
Non Qualified Deferred Compensation
Fiduciary Management
Erisa
Retirement Plan Consulting
Employee Engagement
Certification
Colleagues
Other Named Dan DiGiacomo
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Dan DiGiacomo works for CAPTRUST
Dan DiGiacomo's role in CAPTRUST is Principal Financial Advisor
Dan DiGiacomo works in the industry of Financial Services
Dan DiGiacomo's colleagues are Michael J. Vogelzang, CFA,bruce johnson,Tim Norton
Dan DiGiacomo's latest job experience is Principal Financial Advisor at CAPTRUST
Dan DiGiacomo's latest education in The Ohio State University
