Charles Daniel Email & Phone Number

Wealth Management Advisor, Senior Vice President @ Merrill Lynch

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Charles Daniel Location

Frisco, TX, US

Charles Daniel Work

2016 - now Wealth Management Advisor, Senior Vice President @ Merrill Lynch
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2008 - 2016 Senior Vice President - Wealth Management @ UBS FINANCIAL SERVICES INC
2003 - 2008 Financial Advisor @ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Charles Daniel Education

University of Southern California
Bachelor's Degree
1989 - 1992

Charles Daniel Summary

Charles Daniel, based in Frisco, TX, US, is currently a Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management. Charles Daniel brings experience from previous roles at UBS FINANCIAL SERVICES INC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Charles Daniel holds a 1989 - 1992 Bachelor's Degree @ University of Southern California. Charles Daniel has 2 emails on RocketReach.

Charles Daniel Emails

Found 2 emails

Charles Daniel Phone Numbers

Found 5 phone numbers

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Charles Daniel

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Charles Daniel

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- +1 804-836-XXXX
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Charles Daniel

Senior Tax Associate at Almich & Associates

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