Daniel McDonie Email

Retirement Plan Specialist @ Mutual of America

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Daniel McDonie Location

Dallas, TX, US

Daniel McDonie Work

2025 - now Retirement Plan Specialist @ Mutual of America
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2022 - 2025 Financial Solutions Advisor @ Merrill Edge
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2014 - 2022 Group Account Representative @ Mutual of America
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2010 - 2014 Financial Advisor @ Edward Jones
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Daniel McDonie Education

The American College of Financial Services
Designation (ChFC)
2021 - 2023
UT Permian Basin
MBA (Business Administration and Management, General)
2018 - 2020
College for Financial Planning
Designation (CRPS)
2016 - 2016

Ohio Christian University
Bachelor's degree (Business Administration and Management, General)
2008 - 2010

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Daniel McDonie Summary

Daniel McDonie, based in Dallas, TX, US, is currently a Retirement Plan Specialist at Mutual of America Financial Group. Daniel McDonie brings experience from previous roles at Merrill Edge, Mutual of America Financial Group and Edward Jones. Daniel McDonie holds a 2021 - 2023 Designation in ChFC @ The American College of Financial Services. Daniel McDonie has 1 emails on RocketReach.

Daniel McDonie Emails

Found 1 emails

@mutualofamerica.com

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Senior Vice President, Administrative Operations at Mutual of America

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