Sherri Daniels

Sherri Daniels

Founder, Co-CEO | Palm Beach Gardens, Florida, United States

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Work Experience

SlateStone Wealth, LLC

Founder, Co-CEO

2017-01-01 — Present

Self-Employed, private investments

Self Employed

2016-01-01 — 2017-01-01

Boston Private Wealth LLC

Chief Operating Officer

2014-10-01 — 2015-11-01

Banyan Partners LLC

Chief Operating Officer

2013-03-01 — 2014-10-01

Banyan Partners LLC

Executive Vice President

2011-01-01 — 2013-03-01

Weiss Capital Securities, Inc

President

2006-01-01 — 2010-01-01

Weiss Funds, Inc.

President, Board Chairman

2004-05-01 — 2010-02-01

Weiss Capital Management, Inc.

President

2004-05-01 — 2011-01-01

Weiss Capital Management, Inc.

Vice President

1992-04-01 — 2004-05-01

Skills

wealth management financial planning strategic portfolio services custom investment management investment management wealth counseling retirement planning income planning legacy planning wealth planning

Languages

No languages available.