Daniel Boling Email & Phone Number
Wealth Manager @ BNY Wealth
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Daniel Boling Location
- Atlanta, GA, US
Daniel Boling Work
- Wealth Manager @ (February 2023 - Present)
- Senior Analyst @ (June 2021 - February 2023)
- Business Development Associate @ (October 2018 - June 2021)
- Financial Advisor @ (June 2017 - June 2018)
- College Financial Representative @ (May 2016 - June 2017)
- Account Associate @ (December 2015 - March 2016)
- Underwriting Intern @ (August 2015 - December 2015)
- Intern @ (January 2015 - August 2015)
Daniel Boling Education
- University of North Georgia - Mike Cottrell College of Business
Bachelor's Degree (Finance)
2013-2017
Daniel Boling Skills
- Analytical Skills
- Communication
- Customer Service
- Finance
- Financial Planning
- Leadership
- Microsoft Office
- Organizational & Writing Skills
- Risk Management
- Social Media
- Strategic Planning
- Team Building
- Teamwork
- Sales
- Insurance
- Retail
- Disability Insurance
- Team Leadership
- Marketing
- Management
- Public Speaking
- Time Management
- Business Development
- Event Planning
- Organizational and Writing Skills
- Microsoft Excel
- Long Term Customer Relationships
- Retail Sales
- Customer Retention
- Direct Sales
- Life Insurance
- Public Relations
- Financial Services
- Customer Satisfaction
- PowerPoint
- Mass Communication
- Sales Operations
- Budgeting
- Databases
Daniel Boling Summary
- Daniel Boling, based in Atlanta, GA, US, is currently a Wealth Manager at BNY Wealth. Daniel Boling brings experience from previous roles at BNY Wealth and Northwestern Mutual. Daniel Boling holds a 2013 - 2017 Bachelor's Degree in Finance @ University of North Georgia - Mike Cottrell College of Business. With a robust skill set that includes Analytical Skills, Communication, Customer Service, Finance, Financial Planning and more. Daniel Boling has 1 emails and 3 mobile phone numbers on RocketReach.
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