Daniel Giraldo's Location
Charlotte, NC, US
Daniel Giraldo's Work
- Complex Operations Manager @ Janney Montgomery Scott LLC
- CX Manager @ Robinhood
- Business Risk and Control Senior Associate @ Wells Fargo
- WFA Regional Supervisor @ Wells Fargo Advisors
- Senior Relationship Manager - Advanced Trader; Preferred Client Services @ Wells Fargo Advisors
- Trading Service Representative @ Wells Fargo Advisors
- Registered Brokerage Associate @ Wells Fargo Advisors
- Retirement Analyst; Participant Account Services Group @ Wells Fargo Advisors
Daniel Giraldo's Education
- University of North Carolina at Charlotte
Finance, General
2008 - 2010 - University of Phoenix
Bachelor's Degree (Bachelor of Science in Business Finance)
Daniel Giraldo's Skills
- Firearms Instruction
- Series 63
- Banking
- Fixed Income
- Insurance
- Retirement Planning
- Investments
- Finance
- Financial Services
- Equities
Daniel Giraldo's Summary
Daniel Giraldo, based in Charlotte, NC, US, is currently a Complex Operations Manager at Janney Montgomery Scott LLC, bringing experience from previous roles at Robinhood, Wells Fargo and Wells Fargo Advisors, LLC. Daniel Giraldo holds a 2008 - 2010 Finance, General @ University of North Carolina at Charlotte. With a robust skill set that includes Firearms Instruction, Series 63, Banking, Fixed Income, Insurance and more, Daniel Giraldo contributes valuable insights to the industry. Daniel Giraldo has 3 emails and 1 mobile phone number on RocketReach.
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