Daniel Boling Email & Phone Number
Wealth Manager @ BNY Wealth
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Daniel Boling Location
- Atlanta, GA, US
Daniel Boling Work
- 2023 - now Wealth Manager @
- 2021 - 2023 Senior Analyst @
- 2018 - 2021 Business Development Associate @
- 2017 - 2018 Financial Advisor @
- 2016 - 2017 College Financial Representative @
- 2015 - 2016 Account Associate @
- 2015 - 2015 Underwriting Intern @
- 2015 - 2015 Intern @
Daniel Boling Education
- University of North Georgia - Mike Cottrell College of Business
Bachelor's Degree (Finance)
2013 - 2017
Daniel Boling Skills
- Sales
- Insurance
- Finance
- Microsoft Office
- Retail
- Disability Insurance
- Team Leadership
- Marketing
- Customer Service
- Management
- Social Media
- Public Speaking
- Time Management
- Business Development
- Leadership
- Event Planning
- Teamwork
- Organizational and Writing Skills
- Strategic Planning
- Microsoft Excel
- Long Term Customer Relationships
- Retail Sales
- Customer Retention
- Direct Sales
- Risk Management
- Life Insurance
- Public Relations
- Financial Services
- Communication
- Customer Satisfaction
- PowerPoint
- Financial Planning
- Mass Communication
- Analytical Skills
- Sales Operations
- Budgeting
- Databases
- Team Building
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 Sales, Insurance, Finance, Microsoft Office, Retail and more. Daniel Boling has 1 emails and 3 mobile phone numbers on RocketReach.
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