Daniel Herraiz Email & Phone Number
Senior Financial Planning Consultant @ Raymond James
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Daniel Herraiz Location
- Saint Petersburg, FL, US
Daniel Herraiz Work
- 2024 -now Senior Financial Planning Consultant @
- 2020 -2024 Assistant Vice President, Financial Solutions Advisor @
- 2020 -2024 Financial Solutions Advisor @
- 2018 -2024 Financial Advisor @
- 2017 -2018 General Manager @
- 2017 -2017 FOH Manager @
- 2016 -2017 Marketing Manager @
- 2015 -2016 Director of Marketing and Operations @
Daniel Herraiz Education
- University of Florida
CFP® Certification Program
2024-2025 - Florida State University
Bachelor's Degree
- Christopher Columbus High School
High School
Daniel Herraiz Summary
- Daniel Herraiz, based in Saint Petersburg, FL, US, is currently a Senior Financial Planning Consultant at Raymond James. Daniel Herraiz brings experience from previous roles at Merrill Lynch, Merrill Lynch Wealth Management and Vale Food Co. Daniel Herraiz holds a 2024 - 2025 CFP® Certification Program @ University of Florida. Daniel Herraiz has 1 emails and 1 mobile phone numbers on RocketReach.
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