Daniel Allen Email & Phone Number
Wealth Advisor and Senior Vice President @ Pinnacle Financial Partners
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Daniel Allen Location
- Raleigh, NC, US
Daniel Allen Work
- Wealth Advisor and Senior Vice President @ (September 2021 - Present)
- Premier Banker II and Assistant Vice President @ (February 2018 - September 2021)
- Regional Bank Private Banker and Brokerage Associate @ (May 2015 - February 2018)
- Licensed Banker II and Brokerage Associate @ (April 2013 - May 2015)
- Financial Representative @ (September 2011 - April 2013)
- Commercial Real Estate Advisor @ Insight Property Group, Inc. (August 2007 - September 2011)
Daniel Allen Education
- North Carolina State University 2002-2006
Daniel Allen Skills
- Leadership
- Banking
- Fixed Annuities
- Retirement Planning
- Financial Planning
- Brokerage
- Portfolio Management
- Estate Preservation
- Investments
- Mortgage Lending
- Negotiation
- Finance
- Series 6
- Rollovers
- Strategic Planning
- Life Insurance
- Strategic Financial Planning
- Real Estate
- Property
- Asset Management
- Credit
- Customer Service
- Long Term Care
- Financial Analysis
- Relocation
- Small Business
- Business Management
- Securities License
- Commercial Real Estate
- Retirement
- Loans
- Commercial Lending
- Unix
- Disaster Recovery
- Integration
- Enterprise Architecture
- IBM DB2
- IBM Mainframe
- COBOL
- System Administration
- SDLC
- IT Strategy
- Software Development Life Cycle
- Virtualization
- Security
- TSO
- ITIL
- z/OS
- CICS
- Databases
- IMS DB/DC
- Operating Systems
- Software Development
- Mainframe
- ISPF
- VSAM
- JCL
- Z/Vm
- REXX
- IBM Utilities
- Systems Programming
- SPUFI
- RACF
- Vtam
- JES2
- Dasd
- Smp/E
- Storage Management
- MVS
- DB2
- Websphere
- Z/Vse
Daniel Allen Summary
- Daniel Allen, based in Raleigh, NC, US, is currently a Wealth Advisor and Senior Vice President at Pinnacle Financial Partners. Daniel Allen brings experience from previous roles at Wells Fargo and Northwestern Mutual. Daniel Allen holds a 2002 - 2006 North Carolina State University. With a robust skill set that includes Leadership, Banking, Fixed Annuities, Retirement Planning, Financial Planning and more. Daniel Allen has 2 emails and 1 mobile phone numbers on RocketReach.
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