Dan Benjamin Email & Phone Number
Sr. Planner - Generations @ Edward Jones
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Dan Benjamin Location
- Phoenix, AZ, US
Dan Benjamin Work
- Sr. Planner - Generations @ (February 2025 - Present)
- Wealth Advisor @ (October 2020 - February 2025)
- Private Client Advisor @ (October 2019 - February 2025)
- Financial Consultant @ (October 2015 - October 2019)
- Associate Financial Consultant @ (August 2011 - September 2015)
- High net worth client service @ (March 2002 - August 2011)
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.
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