Daniel Oksakowski, CFA
Wealth Planner@ First Advisory Group
Zurich, Zurich, Switzerland
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Daniel Oksakowski is a Senior Trust Officer at First Advisory Group with 7.1 years of work experience. He is based in Zurich, Switzerland. Prior to his current role, he worked as a Wealth Planner in the Finance department at First Advisory Group in Vaduz, Liechtenstein. He also has experience as a Senior Trust Officer at the same company. First Advisory Group, founded in 1954, is a financial services firm with 51-200 employees.
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Emails and Phone Numbers

@first.li
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About

Senior Trust Officer at First Advisory Group

Work Experience

Wuhrstrasse 6, Vaduz, 9490, LI

Financial Services

109
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Daniel Oksakowski, CFA's Professional Milestones

  • Senior Trust Officer (2016-09-01~2017-06-01): Secured critical funding and increased financial stability through strategic trust initiatives.
  • Wealth Planner (2017-07-01~): Creating accurate financial forecasts, providing comprehensive financial analysis to guide decision-making and ensure financial stability.

Education

Universidad Carlos III de Madrid
Universidad Carlos III de Madrid2014-2015
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