Perfil
Daniel Edward Zippel worked as a Senior Vice President at Bill Few Associates, Inc. from 2008 to 2024.
Prior to that, he worked as a Financial Consultant at Charles Schwab & Co., Inc. in 2007.
Zippel obtained an undergraduate degree from The Pennsylvania State University.
Antiguos cargos conocidos de Dan Zippel.
| Empresas | Cargo | Fin |
|---|---|---|
Bill Few Associates, Inc.
Bill Few Associates, Inc. Investment ManagersFinance BFA creates personalized portfolios involving Individual Equities, Individual Bonds and Mutual Funds. The firm’s core philosophy revolves around a style-neutral, sector-neutral, large-cap equity portfolio, with a history of out-performing benchmarks. They build high quality, diversified portfolios of fixed–income investments. | Miembro del Comité de Inversión | 16/01/2024 |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services | Corporate Officer/Principal | 31/12/2007 |
Formación de Dan Zippel.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
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Empresas relacionadas
| Empresas privadas | 3 |
|---|---|
Bill Few Associates, Inc.
Bill Few Associates, Inc. Investment ManagersFinance BFA creates personalized portfolios involving Individual Equities, Individual Bonds and Mutual Funds. The firm’s core philosophy revolves around a style-neutral, sector-neutral, large-cap equity portfolio, with a history of out-performing benchmarks. They build high quality, diversified portfolios of fixed–income investments. | Finance |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services | Finance |
The Pennsylvania State University
The Pennsylvania State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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