Dan Benjamin Email & Phone Number
Sr. Planner - Generations @ Edward Jones
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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 on RocketReach.
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