Daniel Finley Email & Phone Number
Senior Financial Advisor, Managing Director @ Merrill Lynch
5 free lookup(s).
Daniel Finley Location
- Fort Wayne, IN, US
Daniel Finley Work
- 1999 - now Senior Financial Advisor, Managing Director @
Daniel Finley Education
- Indiana University–Purdue University Indianapolis
Bachelors
1993 - 2006 - Indiana University Bloomington
- Indiana University
Bachelors
Daniel Finley Skills
- Retirement
- Strategic Financial
- Series 65
- Asset Allocation
- Series 7
- Wealth Management
- Strategic Planning
- Saving for Education
- 401k Rollovers
- Investment Strategies
- Financial Analysis
- Series 63
- Retirement Planning
- Financial Reporting
- Investments
- Microsoft Office
- Finance
- Investment Advisory
- Mutual Funds
- Customized Investment Portfolios
- Estate Planning Services
- Wealth Management Strategies
- Business Retirement Plans
Daniel Finley Summary
- Daniel Finley, based in Fort Wayne, IN, US, is currently a Senior Financial Advisor, Managing Director at Merrill Lynch Wealth Management. Daniel Finley holds a 1993 - 2006 Bachelors @ Indiana University–Purdue University Indianapolis. With a robust skill set that includes Retirement, Strategic Financial, Series 65, Asset Allocation, Series 7 and more. Daniel Finley has 3 emails and 3 mobile phone numbers on RocketReach.
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