Daniel Colligan Email
Client Solutions Specialist @ Merrill Edge
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Daniel Colligan Location
- Seven Valleys, PA, US
Daniel Colligan Work
- Client Solutions Specialist @ (August 2022 - Present)
- Financial Solutions Advisor @ (August 2019 - August 2022)
- Senior Onboarding Specialist @ (November 2017 - August 2019)
- Financial Solutions Advisor @ (May 2016 - November 2017)
- Financial Specialist @ PNC Bank (November 2014 - September 2015)
- Small Business Retirement Plan Specialist @ (October 2010 - September 2014)
- Participant Service Specialist @ (November 2008 - August 2011)
Daniel Colligan Education
- UMUC
MBA (Business Administration and Management, General)
2011-2013 - UMUC
Bachelor of Science (B.S.) (Computer Information technology)
2006-2008
Daniel Colligan Skills
- Analytical Skills
- Asset Allocation
- Asset Management
- Creative Problem Solving
- Customer Service
- Data Analysis
- Equities
- Finance
- Financial Analysis
- Financial Planning
- Financial Services
- General Insurance
- IRAs
- Insurance
- Investment Strategies
- Investments
- Leadership
- Management
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Mutual Funds
- Portfolio Management
- Project Management
- Retirement Planning
- Sales
- Securities
- Time Management
- Wealth Management
Daniel Colligan Summary
- Daniel Colligan, based in Seven Valleys, PA, US, is currently a Client Solutions Specialist at Merrill Edge. Daniel Colligan brings experience from previous roles at Merrill Edge and PNC Bank. Daniel Colligan holds a 2011 - 2013 MBA in Business Administration and Management, General @ UMUC. With a robust skill set that includes Analytical Skills, Asset Allocation, Asset Management, Creative Problem Solving, Customer Service and more. Daniel Colligan has 2 emails on RocketReach.
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