Daniel Lynch Email & Phone Number
Senior Vice President and Wealth Management
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Daniel Lynch Location
- Pittsburgh, PA, US
Daniel Lynch Work
- 2026 - now Senior Vice President and Wealth Management @ Janney Montgomery Scott
- 2020 - 2025 First Vice President and Wealth Management, Financial Advisor @
- 2015 - 2020 Vice President and Wealth Management, Financial Advisor @
- 2010 - 2015 Financial Advisor and The Lynch Team @
- 2008 - 2010 Teacher and Coach @
- 2005 - 2008 Teacher and Coach @ St. Thomas More School
- 2001 - 2005 Student and Athlete @
Daniel Lynch Education
- Colby College
BA, Cum Laude
2001 - 2005 - Shady Side Academy
Diploma
1997 - 2001
Daniel Lynch Skills
- Taxable and Tax Free Bonds
- Mutual Funds
- Estate Planning
- Retirement Planning
- Long Term Care Insurance
- Annuities
- Cash Management
- Personal Financial Planning
- Managed Investments
- Portfolio Management
- College Saving Planning
- Investments
- Fixed Annuities
- Asset Management
- Series 63
- Asset Allocation
- Public Speaking
- Finance
- Alternative Investments
- Wealth Management
- Management
- Research
- Leadership
- Strategic Planning
- Services
- Financial Services
- Financial Analysis
- Cltc
- Project Management
- Social Media
- Coaching
Daniel Lynch Summary
- Daniel Lynch, based in Pittsburgh, PA, US, is currently a Senior Vice President and Wealth Management at Janney Montgomery Scott. Daniel Lynch brings experience from previous roles at Janney Montgomery Scott LLC and Westminster School. Daniel Lynch holds a 2001 - 2005 BA, Cum Laude @ Colby College. With a robust skill set that includes Taxable and Tax Free Bonds, Mutual Funds, Estate Planning, Retirement Planning, Long Term Care Insurance and more. Daniel Lynch has 1 emails and 1 mobile phone numbers on RocketReach.
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