2024 -now Senior Vice President of Wealth Management @
2020 -now Private Wealth Manager @
2018 -2020 Investment Advisor Representative @
2017 -2018 Financial Advisor @
2017 -2018 Investment Advisor Representative @
2015 -2016 Maintenance Manager and Executive Officer @
2013 -2014 Operations Manager and Platoon Leader @
2012 -2012 Maintenance Director and Operation Enduring Freedom @
Daniel Colvin Education
United States Military Academy at West Point
Bachelor's degree (Business Administration and Management, General)
2008-2012
Kent Prep School 2005-2007
Daniel Colvin Skills
Lean Six Sigma
Black Belt Certified
Systems Engineering
Leadership
Military Logistics
Army
Management
Veterans
Military
Military Operations
Customer Engagement
Sales
Business To Business B2B
Finance
Insurance
Financial Services
Daniel Colvin Summary
Daniel Colvin, based in Wayzata, MN, US, is currently a Senior Vice President of Wealth Management at Fiat Wealth Management. Daniel Colvin brings experience from previous roles at Fiat Wealth, Luebeck Wealth Management, OneFinancial Network and One Financial Network. Daniel Colvin holds a 2008 - 2012 Bachelor's degree in Business Administration and Management, General @ United States Military Academy at West Point. With a robust skill set that includes Lean Six Sigma, Black Belt Certified, Systems Engineering, Leadership, Military Logistics and more. Daniel Colvin has 2 emails and 2 mobile phone numbers on RocketReach.
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