Dan Benjamin Email & Phone Number
Sr. Planner - Generations @ Edward Jones
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Dan Benjamin Location
- Phoenix, AZ, US
Dan Benjamin Work
- 2025 -now Sr. Planner - Generations @
- 2020 -2025 Wealth Advisor @
- 2019 -2025 Private Client Advisor @
- 2015 -2019 Financial Consultant @
- 2011 -2015 Associate Financial Consultant @
- 2002 -2011 High net worth client service @
Dan Benjamin Education
- University of Arizona
BA (Psychology)
1994-1999
Dan Benjamin Skills
- Services
- Marketing
- Business Analysis
- Series 7
- Cws
- Series 65
- Investments
- Retirement
- Retirement Planning
- Financial Planning
- Project Management
- Financial Services
- Microsoft Office
- Relationship Management
- Mutual Funds
- Life and Health Insurance Licenses
- Portfolio Management
- Series 63
Dan Benjamin Summary
- Dan Benjamin, based in Phoenix, AZ, US, is currently a Sr. Planner - Generations at Edward Jones. Dan Benjamin brings experience from previous roles at Charles Schwab. Dan Benjamin holds a 1994 - 1999 BA in Psychology @ University of Arizona. With a robust skill set that includes Services, Marketing, Business Analysis, Series 7, Cws and more. Dan Benjamin has 4 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Dan Benjamin?
Find contact details for 700 million professionals.
Others Named Dan Benjamin
Dan Benjamin
Director of Information Technology
Rochester, NY, US
Dan Benjamin
Sr. Planner - Generations
Phoenix, AZ, US
Dan Benjamin
District Director
Detroit, MI, US
Dan Benjamin
Director, Revenue Operations
United States
Dan Benjamin
Account Manager
Middletown, OH, US
Dan Benjamin
Director Talent Acquisition
Covington, KY, US
Dan Benjamin
CTO
Denver, CO, US
Dan Benjamin
Sales Development Manager, Led
Maple Valley, WA, US
Dan Benjamin
Vice President, Product + Technology
New York, NY, US
Top Edward Jones Employees
Michelle Myers
Associate General Counsel
St. Louis, MO, US
Hasan Malik
Chief Strategy Officer
New York, NY, US
Mary Kaiser
Managing Director, Future of Work and Workforce Planning
St. Louis, MO, US
Jeff Logan
Associate General Counsel
St. Louis, MO, US
Jonathan Klestinski
Chief Strategy Officer (CSO) - Edward Jones Trust Company
Saint Charles, MO, US
Mansoor Mahmood
Chief Accounting Officer
United States
Edward Smith
CEO
Kiefer, OK, US
Maquel Shepperd
Ceo
St. Louis, MO, US
Mark Orzabal Jr
Managing Director
Peoria, AZ, US
Erin Herrington
Managing Director | Head of Sourcing
St. Louis, MO, US
Ryan Beaudoin
Managing Director, Head of Asset Allocation
Boston, MA, US
Patricia Perez
Chief Marketing Experience Officer, High Net Worth
San Antonio, TX, US
Penny Pennington
Managing Partner
St. Louis, MO, US
Kristin Johnson
Chief Operating Officer
St. Louis, MO, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co