Daniel Castle Email & Phone Number
Director, Advanced Planning @ Winthrop Wealth
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Daniel Castle Location
- Boston, MA, US
Daniel Castle Work
- 2019 -now Director, Advanced Planning @
- 2013 -2019 AVP, Advanced Markets Consulting @
- 2006 -2013 Sr. Advanced Markets Consultant @
- 2002 -2006 Director of Training @
- 2000 -2002 AVP - National Accounts Manager @
- 1998 -2000 Advanced Markets Consultant @
- 1994 -1998 Vice President @ Mingolelli & Associates (Pinnacle Financial)
- 1993 -1994 Account Manager @ Financial Insurance Services / FISCO Equities
- 1992 -1993 Marketing Representative and Financial Planner @ The Acacia Group
- 1987 -1992 Marketing Representative @
- 1985 -1987 Area Sales Director @ Marketing & Management Corp of America / National Old Line
Daniel Castle Education
- Mount Vernon Nazarene University
(Religion / Philosphy)
1984-1985 - Trine University
(Aerospace Engineering)
1979-1983
Daniel Castle Skills
- Estate Planning
- Succession Planning
- Business Insurance
- Insurance
- Fixed Annuities
- Retirement
- Retirement Planning
- Life Insurance
- Mutual Funds
- Long-term Care
- Series 7
- Series 63
- Consulting
- Series 65
- Strategic Financial Planning
- Strategic Planning
- Wealth Management
- Program Management
- Investments
- Team Leadership
- 401k
- Process Improvement
- Project Management
- Qualified Retirement Plans
- Underwriting
- Series 6
- ETFs
- Wealth
- Asset Allocation
- Pensions
- FINRA
- Variable Annuities
- Securities
- Risk Management
- Financial Services
- Disability Insurance
- Employee Benefits
- Term Life Insurance
- Asset Management
- Financial Advisory
- Health Insurance
- Financial Planners
- Relationship Management
- Investment Advisory
- Long Term Care Insurance
- Finance
- Training
- Business Planning
- Management
- IRAs
Daniel Castle Summary
- Daniel Castle, based in Boston, MA, US, is currently a Director, Advanced Planning at Winthrop Wealth. Daniel Castle brings experience from previous roles at LPL Financial, John Hancock Life Insurance Company (U.S.A.) and Manulife Financial. Daniel Castle holds a 1984 - 1985 Mount Vernon Nazarene University. With a robust skill set that includes Estate Planning, Succession Planning, Business Insurance, Insurance, Fixed Annuities and more. Daniel Castle has 4 emails and 1 mobile phone numbers on RocketReach.
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Top Winthrop Wealth Employees
Andrew Murphy
Co-Chief Investment Officer
Boston, MA, US
Mark Winthrop
President, Founding Partner, Wealth Advisor
Massachusetts, United States
Richard st. Onge
Chief Compliance Officer, Wealth Advisor
Boston, MA, US
Max Winthrop
Chief Executive Officer
Boston, MA, US
Robert Zola
Financial Planner and Wealth Advisor - New York
New York, NY, US
Francesca Lanza
Associate Portfolio Manager
Boston, MA, US
Kelsey Dieudonne
Operations Associate II
Boston, MA, US
Patrick Ryan
Operations Associate II
Beverly, MA, US
Cavan Lamontagne
Senior Client Service Associate
Boston, MA, US
Joseph Anastasi
Investment Operations Analyst
Needham, MA, US
Sean Winthrop
Client Services Associate
Denver, CO, US
David Moretsky
Affiliate Partner
Bellevue, WA, US
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