Daniel James O'DOnnell

Employer firm

Xpotential Inc. CRD 152793

$91.1M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/1999 → Present
  Xpotential Inc.
  Summit, NJ

Other Businesses

Informetric Systems Inc - Not investment related. New Providence, NJ. Informetric is a Software company for manufacturing automation. Independent Director on Board of Directors. 2019 to present. ~5 hours/month after business hours. Quarterly board meetings. Incidental board activity. No monetary compensation for this role.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-12-15

Designations

• Chartered Financial Analyst