Daniel Carroll Email & Phone Number
Director of Field Development @ Totus Wealth Management
5 free lookup(s).
Daniel Carroll Location
- Spring, TX, US
Daniel Carroll Work
- 2021 -now Director of Field Development @
- 2019 -2021 Managing Director @ MassMutual Texas Gulf Coast
- 2016 -2019 Financial Advisor @
- 2015 -2016 Senior Account Executive @ TLC Office Systems
- 2007 -2015 Financial Services Manager @
- 2006 -2007 Finance Director @ Jaguar Land Rover Houston North
- 2005 -2006 Mortgage Loan Officer @ Christian Brothers Mortgage
- 1998 -2005 Sales Manager @ Jeff Haas Mazda/Kia
Daniel Carroll Education
- Texas McCombs School of Business
Bachelor's Degree (Finance, General)
1994-1998
Daniel Carroll Skills
- Life Insurance
- Investment Advisory
- 401(k) Retirement Savings Plans
- Financial Planning
- Sales
- Sales Management
- Customer Satisfaction
- Strategic Planning
- Business Development
- Financial Risk
- Wealth Management
- Risk Management
- Disability Insurance
- Fixed Annuities
- Financial Advisory
- Management
- Customer Service
- Team Building
- Wealth Accumulation
- 401k Rollovers
- Safe Harbor
- Profit Sharing
- 529 Plans
- Coverdell
- Variable Annuities
- New Business Development
- Automotive
- Dealers
- Automobile
- Vehicles
- Automotive Aftermarket
- Finance
- Microsoft Office
- Accounting
- Microsoft Excel
- Credit
- Mortgage Lending
Daniel Carroll Summary
- Daniel Carroll, based in Spring, TX, US, is currently a Director of Field Development at Totus Wealth Management. Daniel Carroll brings experience from previous roles at MassMutual Texas Gulf Coast, Northwestern Mutual, TLC Office Systems and Northside Lexus. Daniel Carroll holds a 1994 - 1998 Bachelor's Degree in Finance, General @ Texas McCombs School of Business. With a robust skill set that includes Life Insurance, Investment Advisory, 401(k) Retirement Savings Plans, Financial Planning, Sales and more. Daniel Carroll has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Totus Wealth Management Employees
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Houston, TX, US
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Austin, TX, US
J.r. Chappell
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Ryan Ranuio
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Scott Trousdale
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James Starnes
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