Corey Daniel Email & Phone Number
Managing Director @ Modern Wealth Management
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Corey Daniel Location
- Lodi, CA, US
Corey Daniel Work
- Managing Director @ (October 2026 - Present)
- Executive Member and Wealth Manager @ (September 2015 - October 2026)
- Wealth Manager @ Levy, Daniel & McGee Wealth Management (September 2015 - April 2021)
- Vice President Investments @ (August 2005 - September 2015)
- Financial Advisor @ (May 2001 - August 2005)
Corey Daniel Education
- California Polytechnic State University-San Luis Obispo
BSIT
Corey Daniel Summary
- Corey Daniel, based in Lodi, CA, US, is currently a Managing Director at Modern Wealth Management. Corey Daniel brings experience from previous roles at 4thGEN Wealth Management, Levy, Daniel & McGee Wealth Management, Wells Fargo Advisors and Morgan Stanley. Corey Daniel holds a BSIT @ California Polytechnic State University-San Luis Obispo. Corey Daniel has 2 emails and 3 mobile phone numbers on RocketReach.
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