Dan Yates Email & Phone Number

Financial Solutions Advisor - AVP @ Merrill Lynch

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Dan Yates Location

Moyock, NC, US

Dan Yates Work

2011 - now Financial Solutions Advisor - AVP @ Merrill Lynch
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2011 - now Assistant Vice President - Financial Solutions Advisor @ Merrill Lynch
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2009 - 2011 Financial Advisor @ Garden State Securities
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Dan Yates Education

Old Dominion University
Bachelor of Science in Business Administration - BSBA (Information Technology)
2016 - 2020
Southside Virginia Community College
Associate's degree (Business Administration and Management, General)
Longwood University

Dan Yates Skills

Portfolio Management
Portfolio Performance Analysis
Series 7

Series 66
Life & Health Insurance Licenses
Variable Annuities
Long Term Care Insurance
Retirement Planning
Residential Homes
Home refinance

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Dan Yates Summary

Dan Yates, based in Moyock, NC, US, is currently a Financial Solutions Advisor - AVP at Merrill Lynch. Dan Yates brings experience from previous roles at Merrill Lynch and Garden State Securities. Dan Yates holds a 2016 - 2020 Bachelor of Science in Business Administration - BSBA in Information Technology @ Old Dominion University. With a robust skill set that includes Portfolio Management, Portfolio Performance Analysis, Series 7, Series 66, Life & Health Insurance Licenses and more. Dan Yates has 4 emails and 2 mobile phone numbers on RocketReach.

Dan Yates Emails

Found 4 emails

Dan Yates Phone Numbers

Found 3 phone numbers

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