Daniel Flanagan Email & Phone Number
Sr. Wealth Consultant @ Mariner Wealth Advisors
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Daniel Flanagan Location
- Roswell, GA, US
Daniel Flanagan Work
- 2025 - now Sr. Wealth Consultant @
- 2022 - 2025 Senior Financial Advisor @
- 2020 - 2022 Senior Vice President - Team Leader @
- 2017 - 2020 Vice President - Financial Advisor @
- 2015 - 2017 Sales Representative @
- 2012 - 2015 Benefit and Planning Counselor @
- 2009 - 2012 Vice President - Financial Advisor @ Morgan Keegan
- 2002 - 2009 Financial Advisor @
- 2002 - 2002 Partner Sales Specialist, Southeast @
- 2001 - 2001 Sales Executive @
- 2000 - 2001 Regional Vice President @ S1 Corporation
- 1997 - 2000 National Account Specialist @
- 1993 - 1997 Senior Field Sales Representative @ Anthem Electronics
- 1991 - 1993 Purchasing Manager @ Amtel Technologies
Daniel Flanagan Education
- Florida State University - Herbert Wertheim College of Business 1988 - 1991
- Broward College 1986 - 1988
Daniel Flanagan Skills
- Investments
- Retirement Planning
- Mutual Funds
- Investment Advisory
- Retirement
- Securities
- 401k
- Solution Selling
- Financial Planning
- Asset Management
- Insurance
- Customer Relations
- Portfolio Management
- New Business Development
- Mortgage
- Equities
- Annuities
- Alternative Investments
- Fixed Income
- Consultative Selling
- Financial Advisory
- Investment Strategies
- Sales
- Financial Services
- DES
Daniel Flanagan Summary
- Daniel Flanagan, based in Roswell, GA, US, is currently a Sr. Wealth Consultant at Mariner. Daniel Flanagan brings experience from previous roles at Empower, Personal Capital and Principal Financial Group. Daniel Flanagan holds a 1988 - 1991 Florida State University - Herbert Wertheim College of Business. With a robust skill set that includes Investments, Retirement Planning, Mutual Funds, Investment Advisory, Retirement and more. Daniel Flanagan has 3 emails and 1 mobile phone numbers on RocketReach.
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