Daniel Field Email & Phone Number

Private Wealth Advisor @ Summit Financial

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Daniel Field Location

Lafayette Township, NJ, US

Daniel Field Work

2022 - now Private Wealth Advisor @ Summit Financial
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2022 - 2022 Financial Consultant @ Fidelity Investments
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2020 - 2022 Planning Consultant @ Fidelity Investments

2017 - 2020 Relationship Manager @ Fidelity Investments
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2016 - 2017 Senior Relationship Manager @ Personal CFO Solutions
2015 - 2016 Senior Client Relationship Manager @ J. M. Egan Wealth Advisors, LLC
2014 - 2015 Client Relationship Manager @ Masterworks Fiscal Advisors
2008 - 2014 Financial Analyst @ Summit Financial
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2007 - 2007 General Manager @ Corkscrew Cafe
2006 - 2006 Performance Analyst @ FocusPoint Private Capital Group
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Daniel Field Education

Fairleigh Dickinson University-Metropolitan Campus
Certificate (Financial Planning)
2007 - 2008
Penn State University
Bachelor of Science (B.S.) (Finance, General)
1999 - 2003

Daniel Field Skills

Alternative Investments
Estate Planning
Financial Advisory

Leadership
Fixed Income
Insurance
Retirement Planning
Portfolio Management
Investments
Finance

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Daniel Field Summary

Daniel Field, based in Lafayette Township, NJ, US, is currently a Private Wealth Advisor at Summit Financial. Daniel Field brings experience from previous roles at Fidelity Investments and Personal CFO Solutions. Daniel Field holds a 2007 - 2008 Certificate in Financial Planning @ Fairleigh Dickinson University-Metropolitan Campus. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, Leadership, Fixed Income and more. Daniel Field has 2 emails and 1 mobile phone numbers on RocketReach.

Daniel Field Emails

Found 2 emails

Daniel Field Phone Numbers

Found 2 phone numbers

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Others Named Daniel Field

Daniel Field

Litigation Associate at Herrick, Feinstein LLP

New York, NY, US
1
- herrick.com
3
- +1 917-589-XXXX
- +1 631-245-XXXX
- +1 516-902-XXXX
Daniel Field

VP of Products at Wavelynx

Broomfield, CO, US
3
- gmail.com
- wavelynx.com
- wavelynxtech.com
5
- +1 912-667-XXXX
- +1 785-545-XXXX
- +1 770-832-XXXX
- +1 303-280-XXXX
- +1 307-421-XXXX
Daniel Field

Senior Business Intelligence Analyst - Resource Industries S and OP and Analytics at Caterpillar Inc.

Morton, IL, US
2
- cat.com
- thaipak.cat.net.th
5+
- +1 913-826-XXXX
- +1 913-438-XXXX
- +1 913-438-XXXX
- +1 630-401-XXXX
- +1 816-810-XXXX
- +1 815-742-XXXX
Daniel Field

Talent Manager at LBI Entertainment

Los Angeles, CA, US
2
- live.co.uk
- gmail.com
5+
- +1 310-815-XXXX
- +1 269-364-XXXX
- +1 323-654-XXXX
- +1 415-386-XXXX
- +1 310-843-XXXX
- +1 310-859-XXXX

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Top Summit Financial Employees

Barbara Hawkesworth

Chief Legal Officer at Summit Financial

Ramsey, NJ, US
5+
- gmail.com
- yahoo.com
- hotmail.com
- aol.com
- summitfinancialcorp.com
- summitfgi.com
2
- +1 201-683-XXXX
- +1 201-310-XXXX
Gregory Troccoli

Executive Director at Summit Financial

United States
3
- summitfinancial.com
- summitfinancialcorp.com
- summitfgi.com
5
- +1 646-837-XXXX
- +1 201-873-XXXX
- +1 201-926-XXXX
- +1 201-913-XXXX
- +1 646-837-XXXX
Diane Taylor

Director Of Financial Planning at Summit Financial

New York, NY, US
2
- summitfinancialcorp.com
- summitfgi.com
5
- +1 973-885-XXXX
- +1 973-847-XXXX
- +1 303-759-XXXX
- +1 973-467-XXXX
- +1 202-649-XXXX

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