Daniel Choplin Email & Phone Number
Managing Director - Investments, Financial Advisor @ Wells Fargo Advisors
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Daniel Choplin Location
- North Carolina, United States
Daniel Choplin Work
- 2013 -now Managing Director - Investments, Financial Advisor @
- 2011 -2013 Philanthropic Trust Administrator @
- 2008 -2011 Wealth Management @
- 2007 -2008 Manager - Business Development @ EnergyUnited EMC
- 2006 -2007 East Coast Business Development Manager @
- 2001 -2006 1031 Exchange Sales and Relationship Manager @
- 1998 -2001 Supervisor and Business Analyst @
- 1993 -1998 Manager - Turbine Services @
Daniel Choplin Education
- Gardner-Webb University
Master of Business Administration (MBA) (Business Administration and Management, General)
2001-2003 - North American Institute of Aviation
Aviation Maintenance Technology - A & P License (Aeronautics/Aviation/Aerospace Science and Technology, General)
1991-1992 - Surry Community College
Associate of Science (A.S.)
1989-1991
Daniel Choplin Skills
- Investments
- Asset Allocation
- Financial Analysis
- Financial Services
- Business Owner Development
- Wealth Preservation Strategies
- Securities Sales
- Relationship Management
- Retirement Planning Strategies
- Retirement Income Strategies
- Business Owner Succession Strategies
- Cloud Computing
- Retirement
- Business Development
- Wealth Management
- Trusts
- Cloud
- Sales
- Team Building
- Services
- Public Speaking
- Customer Service
- Escalation
- Project Management
- Microsoft Office
- Finance
- Portfolio Management
Daniel Choplin Summary
- Daniel Choplin, based in North Carolina, United States, is currently a Managing Director - Investments, Financial Advisor at Wells Fargo Advisors. Daniel Choplin brings experience from previous roles at Wells Fargo Bank, Southern Community Bank and Trust (Now Capital Bank), EnergyUnited EMC and Exeter 1031 Exchange Services, LLC. Daniel Choplin holds a 2001 - 2003 Master of Business Administration (MBA) in Business Administration and Management, General @ Gardner-Webb University. With a robust skill set that includes Investments, Asset Allocation, Financial Analysis, Financial Services, Business Owner Development and more. Daniel Choplin has 3 emails and 1 mobile phone numbers on RocketReach.
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Daniel Choplin
Managing Director - Investments, Financial Advisor
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