Daniel Bennett
Education
Yale University
Executive Education, Investment Management Theory & Practice 2023-01-01 - 2023-05-01
American Society of Pension Professionals & Actuaries (ASPPA)
Certification, Retirement Plan Consulting 2014-03-01 - 2014-11-01
National Association of Certified Valuators and Analysts (NACVA)
Certification, Business Valuation 2003-03-01 - 2003-06-01
London Business School
Masters in Science, Finance 1994-01-01 - 1995-01-01
University of California, Davis
Bachelor of Arts, History 1984-01-01 - 1989-01-01
Hilltop High School
High School Diploma, 1981-01-01 - 1984-01-01Work Experience
Advanced Portfolio Strategies
Current
Advanced Portfolio Strategies
MassMutual
2010-06-01 - 2016-10-01
MassMutual
New York Life Insurance Company
2003-09-01 - 2010-06-01
New York Life Insurance Company
Espirito Santo Securities, Inc.
1998-12-01 - 2003-01-01
Espirito Santo Securities, Inc.
Sawtooth Capital Managment
2000-01-01 - 2001-01-01
Sawtooth Capital Managment
Grupo Mello
1995-08-01 - 1997-09-01
Grupo Mello
Drake Capital Securities, Inc.
1992-06-01 - 1994-08-01
Drake Capital Securities, Inc.
Skills
Summary
I have been working in the financial services arena for 30 years, with significant experience in investment banking, investment management, pensions & retirement plans and business financial planning. At Advanced Portfolio Strategies, we offer our clients a highly customized, financial planning process that creates unique portfolio strategies designed to yield a work-optional lifestyle and peace of mind. Our approach is to focus on holistic planning strategies that will create assets to replace business income for owners through tactical applications of pension/retirement plans and trusts, as well as preserve the value of the business for the owner and his/her estate through careful implementation of risk management programs designed to address the protection of the owner's estate. Specialties: Pension planning, business planning, investment management, funding buy-sell agreements, asset management and estate planning for the business owner and successful professionals.
