Daniel Castle Location
Boston, MA, US
Daniel Castle Work
- 2019 - now Director, Advanced Planning @ Winthrop Wealth
- 2013 - 2019 AVP, Advanced Markets Consulting @ LPL Financial
- 2006 - 2013 Sr. Advanced Markets Consultant @ John Hancock Financial Services
- 2002 - 2006 Director of Training @ John Hancock Financial Services
- 2000 - 2002 AVP - National Accounts Manager @ Manulife
- 1998 - 2000 Advanced Markets Consultant @ Manulife
- 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 @ John Hancock Financial Services
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
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 5 emails and 1 mobile phone numbers on RocketReach.
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Top Winthrop Wealth Employees
-
Max Winthrop
Chief Executive Officer at Winthrop Wealth
Boston, MA, US35+ -
25+
-
Mark Winthrop
President, Founding Partner, Wealth Advisor at Winthrop Wealth
Massachusetts, United States15 -
23
-
25+
-
Jonathan Hunter
Wealth Advisor at Winthrop Wealth
Boston, MA, US25 -
Andrew Murphy
Co-Chief Investment Officer at Winthrop Wealth
Boston, MA, US12 -
32
-
David Moretsky
Affiliate Partner at Winthrop Wealth
Bellevue, WA, US33 -
1
-
Cavan Lamontagne
Client Service Associate at Winthrop Wealth
Boston, MA, US11 -
Patrick Ryan
Operations Associate II at Winthrop Wealth
Beverly, MA, US22 -
Kellie O'Connor
Operations Team Lead at Winthrop Wealth
Quincy, MA, US12 -
Joseph Anastasi
Operations Associate II at Winthrop Wealth
Needham, MA, US2 -
Sean Winthrop
Client Services Associate at Winthrop Wealth
Denver, CO, US2 -
Kelsey Dieudonne
Operations Associate at Winthrop Wealth
Boston, MA, US11 -
32
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