Daniel Duran Email & Phone Number
Wealth Management Advisor @ LPL Financial
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Daniel Duran Location
- San Francisco, CA, US
Daniel Duran Work
- Wealth Management Advisor @ (May 2025 - Present)
- Financial Advisor @ (October 2022 - May 2025)
- Senior Premier Banker @ (May 2021 - October 2022)
- Private Banking Relationship Manager @ (July 2018 - May 2020)
- US Bank and Elavon Merchant Services Market Manager @ US Bank/Elavon (January 2017 - July 2018)
- Banker @ (August 2010 - October 2016)
- Bank at Work Onsite Banker @ (October 2007 - October 2008)
- Citibank at Work Relationship Manager @ (September 2006 - October 2007)
Daniel Duran Education
- California State Polytechnic University-Pomona
BA
Daniel Duran Skills
- Leadership
- Customer Relationship Management Crm
- PowerPoint
- Social Media
- Banking
- Public Speaking
- Account Management
- Sales
- Business Development
- Investments
- Financial Services
- Sales Management
- Marketing
- New Business Development
- Microsoft Excel
- Credit
- Training
- Customer Service
- Management
- Project Management
- Marketing Communications
- Marketing Strategy
- Recruiting
- CRM
- Solution Selling
- Salesforce.com
- Credit Cards
- Salesforce
- Portfolio Management
- Strategic Planning
- Wealth Management
- Microsoft Office
- Risk Management
- Credit Analysis
- Retail Banking
- Customer Relationship Management
Daniel Duran Summary
- Daniel Duran, based in San Francisco, CA, US, is currently a Wealth Management Advisor at LPL Financial. Daniel Duran brings experience from previous roles at CUSO Financial Services, Wells Fargo, U.S. Bank and US Bank/Elavon. Daniel Duran holds a BA @ California State Polytechnic University-Pomona. With a robust skill set that includes Leadership, Customer Relationship Management Crm, PowerPoint, Social Media, Banking and more. Daniel Duran has 4 emails and 5 mobile phone numbers on RocketReach.
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