Daniel Allen Email & Phone Number

President and Chief Operating Officer @ LPL Financial

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Daniel Allen Location

Los Angeles, CA, US

Daniel Allen Work

2023 - now President and Chief Operating Officer @ LPL Financial
Preservation Mirage @ Preservation Mirage
2023 - 2023 Regional Executive @ U.S. Bank

2018 - 2023 Managing Director @ Union Bank
2017 - 2019 Board Member @ AIDS Services of Austin
2017 - 2018 Fiduciary Management Services Director @ Wells Fargo
2018 - 2023 Managing Director @ Union Bank
2011 - 2015 Regional Fiduciary Manager, Estate Services @ Wells Fargo
2007 - 2011 Senior Trust Team Manager @ Wells Fargo Bank Na Wealth Management Group
2005 - 2007 Attorney @ Manuel & Associates

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Daniel Allen Education

Chicago - Kent College Of Law
Doctor Of Jurisprudence (Law)
2004 - 2005
Suffolk University
Doctor Of Jurisprudence
2001 - 2005
Loyola University Chicago
Bachelor Of Arts (International Studies)
1996 - 2000

Loyola University
1999

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Daniel Allen Skills

Financial Services
Wealth Management Services
Estate Planning

Wealth Management
High Net Worth Individuals
Investment Management
Private Banking
Relationship Management
Trusts
Wealth

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Daniel Allen Summary

Daniel Allen, based in Los Angeles, CA, US, is currently a President and Chief Operating Officer at LPL Financial. Daniel Allen brings experience from previous roles at Preservation Mirage, U.S. Bank, Union Bank and AIDS Services of Austin. Daniel Allen holds a 2004 - 2005 Doctor Of Jurisprudence in Law @ Chicago - Kent College Of Law. With a robust skill set that includes Financial Services, Wealth Management Services, Estate Planning, Wealth Management, High Net Worth Individuals and more. Daniel Allen has 2 emails and 1 mobile phone numbers on RocketReach.

Daniel Allen Emails

Found 2 emails

Daniel Allen Phone Numbers

Found 6 phone numbers

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