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Daniel Bruns Location
McKinney, TX, US
Daniel Bruns Work
2008 -now Wealth Management Advisor, Senior Vice President @
Daniel Bruns Education
University of North Texas
Bachelor's Degree
2019-2021
Daniel Bruns Skills
Alternative Investments
Estate Planning
Series 63
Financial Advisory
College Education Planning
Leadership
Dental Practice Lending
Lines Of Credit
Retirement Income Strategies
Certified Divorce Financial Analyst
Trusteed Ira
Retirement Planning
Intergenerational Wealth Transfer
Sales
Portfolio Management
Health Savings Accounts
Investment Research
Investments
401k
Treasury Management
Strategic Planning
Asset Allocation
Roth IRA
Cash Flow Management
Commercial Banking
Financial Services
Wealth Management
Mutual Funds
Family Legacy Planning
Goals Based Wealth Management
SEP IRA
Marketing
Microsoft Excel
Utma
Fixed Income Strategies
Customer Service
Risk/Reward Analysis
College Funding Strategies
Medical Practice Refinance
401k Rollovers
Project Management
ETFs
Research
Municipal Bonds
Employee Stock Options
Series 65
Quantitative Investing
Medical Practice Startup And Refinance Loans
Series 7
Aams
Customized Wealth Planning
Divorce Wealth Management Planning
Estate and Wealth Planning Services
Family Wealth Management Strategies
Investment Management
Daniel Bruns Summary
Daniel Bruns, based in McKinney, TX, US, is currently a Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management. Daniel Bruns holds a 2019 - 2021 Bachelor's Degree @ University of North Texas. With a robust skill set that includes Alternative Investments, Estate Planning, Series 63, Financial Advisory, College Education Planning and more. Daniel Bruns has 8 emails and 5 mobile phone numbers on RocketReach.
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