Daniel Jack Location
- Birmingham, AL, US
Daniel Jack Work
- 2024 - now Financial Advisor @
- 2021 - 2024 Financial Advisor @ PNC Investments
- 2018 - 2024 Financial Advisor @
- 2013 - 2018 Regional Investment Platform Manager @
- 2012 - 2013 Manager Equity Trading @ ProEquities Inc
- 2007 - 2012 Manager New Business @ ProEquities Inc
- 2007 - 2007 Discount Brokerage Supervisor @ BBVA Compass Investment Solutions
- 2004 - 2007 Discount Brokerage Representative @ BBVA Compass Investment Solutions
Daniel Jack Education
- University of Alabama
Bachelor of Science in Commerce and Business Administration (Finance and Economics)
1995 - 2000
Daniel Jack Skills
- Series 7
- Series 63
- Series 24
- Series 65
- Trading
- Life Insurance
- Equity Trading
- Insurance
- Securities
- Bloomberg Terminal
- Mutual Funds
- Options
- Stocks
- ETFs
- Investments
- Alternative Investments
- Financial Services
- Fixed Annuities
- Long-term Care
- Term Life Insurance
- IRAs
- Equities
- Fixed Income
- Variable Annuities
- Financial Markets
- Relationship Management
- Bonds
- Long Term Care
- Customer Service
- Leadership
- Strategic Planning
- Sales
- Microsoft Office
- Retirement Planning
- Finance
- Sales Management
- Long Term Care Insurance
- Management
- Managed Money
- Retail Banking
Daniel Jack Summary
- Daniel Jack, based in Birmingham, AL, US, is currently a Financial Advisor at Morgan Stanley. Daniel Jack brings experience from previous roles at PNC Investments, BBVA Compass and ProEquities Inc. Daniel Jack holds a 1995 - 2000 Bachelor of Science in Commerce and Business Administration in Finance and Economics @ University of Alabama. With a robust skill set that includes Series 7, Series 63, Series 24, Series 65, Trading and more. Daniel Jack has 1 emails and 1 mobile phone numbers on RocketReach.
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