Daniel Charlton Email & Phone Number
Registered Client Associate @ Wells Fargo Advisors
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Daniel Charlton Location
- Concord, NC, US
Daniel Charlton Work
- Registered Client Associate @ (April 2025 - Present)
- Client Relationship Associate @ (February 2024 - April 2025)
- Customer Service Representative @ (August 2023 - February 2024)
- Collateral Underwriter @ (April 2020 - March 2023)
- Home Equity Specialists III @ (April 2015 - April 2020)
- Commercial Credit Analyst @ (November 2014 - March 2015)
- Loan Processor @ (May 2014 - August 2014)
- Home Loan Processor IV @ (January 2013 - May 2014)
- Customer Service Representative @ (May 2011 - December 2012)
- Loan Document Specialists @ (July 2010 - April 2011)
- Night Manager @ (July 2009 - October 2009)
- Financial Adviser in training @ National Financial Services Group (November 2008 - March 2009)
- Licensed Loan Officer and Assistant Loan Officer @ (March 2008 - October 2008)
Daniel Charlton Education
- Kentucky Christian University
Bachelors in Science (Business Administration, Bible)
2004-2006 - Kaskaskia College
Associate of Science (A.S.) (Business Administration and Management, General)
2000-2004
Daniel Charlton Skills
- Call Centers
- Customer Satisfaction
- Customer Service
- Finance
- Investment Properties
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Time Management
- Training
- Troubleshooting
- Mortgage Banking
- Management
- Real Estate
- Mortgage Lending
- Refinance
- Credit
- Loans
- FHA
- First Time Home Buyers
Daniel Charlton Summary
- Daniel Charlton, based in Concord, NC, US, is currently a Registered Client Associate at Wells Fargo Advisors. Daniel Charlton brings experience from previous roles at Vanguard, TD and Wells Fargo. Daniel Charlton holds a 2004 - 2006 Bachelors in Science in Business Administration, Bible @ Kentucky Christian University. With a robust skill set that includes Call Centers, Customer Satisfaction, Customer Service, Finance, Investment Properties and more. Daniel Charlton has 1 emails and 1 mobile phone numbers on RocketReach.
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