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 @
- 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.
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