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Daniel Dawson, CFA, ASA

Daniel dawson, cfa, asa

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location of Daniel Dawson, CFA, ASAColumbus, Ohio, United States
Phone number of Daniel Dawson, CFA, ASA+91 xxxx xxxxx
Followers of Daniel Dawson, CFA, ASA312 followers

  • Timeline

    Dec 2011 - Dec 2016

    Supervisor

    Krispy Kreme
    Jan 2017 - May 2017

    Analyst

    Western Reserve Valuation Services
    May 2017 - Jan 2024

    Vice President

    Citizens
    Columbus, Ohio, United States
    Current Company
    Jan 2024 - now

    Partner

    WR Valuation

  • About me

    Partner at WRV

  • Education

    • The ohio state university fisher college of business

      2012 - 2016
      Bachelor’s degree finance, general

      Activities and Societies: Undergraduate Finance Association, National Society of Collegiate Scholars

  • Experience

    • Krispy kreme

      Dec 2011 - Dec 2016
      Supervisor

    • Western reserve valuation services

      Jan 2017 - May 2017
      Analyst

    • Citizens

      May 2017 - Jan 2024

      • Vice President

        Apr 2022 - Jan 2024

      • Associate

        Apr 2020 - Apr 2022

      • Analyst

        May 2017 - Apr 2020

    • Wr valuation

      Jan 2024 - now
      Partner

  • Licenses & Certifications

    • Accredited senior appraiser

      American society of appraisers
      Jan 2022

    • Series 79 - investment banking representative examination

      Finra

    • Series 63 - uniform securities agent state law exam

      Finra

    • Chartered financial analyst® (cfa) charterholder

      Cfa institute
      Jan 2021