2016 -
now Vice President, Towne Wealth Management @
2012 -
2016 Investment Executive, RJFS: Assistant Vice President @ Monarch Bank Private Wealth
2010 -
2012 Investment Associate @
2009 -
2010 Investment Associate @
2006 -
2008 Financial Advisor @
2004 -
2006 Executive Director @ One in Four (fka NO MORE, Inc.)
2001 -
2004 Analyst @
Daniel Carlile Education
University of Virginia
Bachelor of Arts (BA) (Economics)
1997
-
2001
Daniel Carlile Skills
Financial Services
Services
Daniel Carlile Summary
Daniel Carlile, based in Williamsburg, VA, US, is currently a Vice President, Towne Wealth Management at TowneBank. Daniel Carlile brings experience from previous roles at Raymond James, Monarch Bank Private Wealth, SunTrust Investment Services and Merrill Lynch. Daniel Carlile holds a 1997 - 2001 Bachelor of Arts (BA) in Economics @ University of Virginia. With a robust skill set that includes Financial Services, Services and more. Daniel Carlile has 2 emails and 2 mobile phone numbers on RocketReach.
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