Investment Executive, RJFS: Assistant Vice President @ Monarch Bank Private Wealth (August 2012 - June 2016)
Investment Associate @ (November 2010 - August 2012)
Investment Associate @ (January 2009 - October 2010)
Financial Advisor @ (July 2006 - December 2008)
Executive Director @ One in Four (fka NO MORE, Inc.) (July 2004 - July 2006)
Analyst @ (July 2001 - July 2004)
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 Private Wealth Advisor, RJFS at Raymond James. Daniel Carlile brings experience from previous roles at TowneBank, 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 1 mobile phone numbers on RocketReach.
Looking for a different Daniel Carlile?
Find contact details for 700 million professionals.