Daniel Castaneda Email & Phone Number
Business Accountability Specialist @ Wells Fargo
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Daniel Castaneda Location
- San Diego, CA, US
Daniel Castaneda Work
- 2021 -now Business Accountability Specialist @
- 2011 -now Volunteer @
- 2018 -2021 Investment Management Specialist @
- 2015 -2018 Investment and Fiduciary Services Associate @
- 2013 -2015 Private Bank Client Associate @
- 2011 -2013 Personal Banker and Lead Teller @
- 2007 -2011 Personal Banker @
- 2005 -2007 Phone Banker and Inbound Sales Specialist @
Daniel Castaneda Education
- National University
Bachelor's degree (Business Administration and Management, General)
2017-2021 - Proctor R Hug High School
general (general)
2000-2004
Daniel Castaneda Skills
- High Net Worth
- Banking
- Exceptional People
- New Account Growth
- Sales
- Wealth Management Services
- Customer Retention
- New Account Opening
- Relationship Management
- Finance
- Email Clients
- Strategic Planning
- Financial Services
- Commercial Banking
- Wealth Management
- Exceptional People Skills
- Associate Development
- High Net Worth Individuals
- Credit
- Customer Service
- Phone Etiquette
- Project Management
- Private Banking
- Retail Banking
- Commercial Lending
- Client Relations Skills
- Portfolio Management
- Investments
- Microsoft Office
- Microsoft Excel
Daniel Castaneda Summary
- Daniel Castaneda, based in San Diego, CA, US, is currently a Business Accountability Specialist at Wells Fargo. Daniel Castaneda brings experience from previous roles at Out at the Fair® and Wells Fargo. Daniel Castaneda holds a 2017 - 2021 Bachelor's degree in Business Administration and Management, General @ National University. With a robust skill set that includes High Net Worth, Banking, Exceptional People, New Account Growth, Sales and more. Daniel Castaneda has 2 emails and 2 mobile phone numbers on RocketReach.
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