Dan Miroballi
Account Manager at Phoenix American
Based in Santa Rosa, United States
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Seniority
Staff
Department
Sales & Business Development
Location
Santa Rosa
Industry
Airlines and Aviation
Company size
129
Contact information
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d•••••••@phxa.com
Phone
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Background
About Dan Miroballi
Motivated Financial Professional with over 20 years of experience in the Financial Industry seeking full-time employment. Currently, I manage all trading and compliance activities for an RIA that utilizes a unique investment platform. Specialties: Financial Analysis, trading operations, PortfolioCenter database management, GIPS (Global Investment Performance Standards) compliance implementation and ongoing compliance, financial planning, customer relations, customer service, financial plan development, research, sales, seminars, telephone skills,
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