Daniel McShea Email & Phone Number

Vice President | Financial Advisor @ Cabot Lodge Securities

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Daniel McShea Location

Woodstock, GA, US

Daniel McShea Work

2019 - now Vice President | Financial Advisor @ Cabot Lodge Securities
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2012 - 2016 Vice President @ Westport Resources Investment Services
2011 - 2012 Vice President @ Capital Guardian LLC

2009 - 2011 Vice President @ Wells Fargo Advisors
1990 - 2009 Vice President @ A.G. Edwards

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Daniel McShea Education

Niagara University
Bachelor of Science (BS) Commerce (Business Administration and Management, General)
1966 - 1970
Utica free Academy--High School

Daniel McShea Skills

Wealth Management
Series 63
Mutual Funds

Securities
Asset Allocation
Retirement Planning
Portfolio Management
401k
Equities
Investment Advisory

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Daniel McShea Summary

Daniel McShea, based in Woodstock, GA, US, is currently a Vice President | Financial Advisor at Cabot Lodge Securities. Daniel McShea brings experience from previous roles at Westport Resources Investment Services, Capital Guardian LLC, Wells Fargo Advisors and A.G. Edwards. Daniel McShea holds a 1966 - 1970 Bachelor of Science (BS) Commerce in Business Administration and Management, General @ Niagara University. With a robust skill set that includes Wealth Management, Series 63, Mutual Funds, Securities, Asset Allocation and more. Daniel McShea has 9 emails and 2 mobile phone numbers on RocketReach.

Daniel McShea Emails

Found 9 emails

Daniel McShea Phone Numbers

Found 6 phone numbers

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Others Named Daniel McShea

Daniel McShea

Vice President | Financial Advisor at Cabot Lodge Securities

Woodstock, GA, US
5+
- yahoo.com
- hotmail.com
- bellsouth.net
- juno.com
- att.net
- aol.com
- earthlink.net
- gmail.com
- clsecurities.com
5+
- +1 561-620-XXXX
- +1 239-649-XXXX
- +1 239-641-XXXX
- +1 239-580-XXXX
- +1 239-249-XXXX
- +1 239-860-XXXX
Dan McShea

Teacher at Duke University

Durham, NC, US
2
- duke.edu
- alumni.duke.edu
2
- +1 919-225-XXXX
- +1 919-294-XXXX
Daniel McShea

School Principal at Brisbane Catholic Education

Caloundra West, QLD, AU
1
- bne.catholic.edu.au
Daniel McShea

Laboratory Assistant at Beth Israel Lahey Health

Gloucester, MA, US
1
- bilh.org
1
- +1 978-821-XXXX

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Top Cabot Lodge Securities Employees

Roger Leibowitz

Chief Financial Officer and Senior Vice President at Cabot Lodge Securities

Richmond, VA, US
2
- clsecurities.com
- gmail.com
5
- +1 804-823-XXXX
- +1 212-388-XXXX
- +1 631-629-XXXX
- +1 804-741-XXXX
- +1 804-516-XXXX
Joe Olheiser

Vice President, Financial Advisor at Cabot Lodge Securities

El Dorado Hills, CA, US
2
- gmail.com
- clsecurities.com
5+
- +1 650-625-XXXX
- +1 310-652-XXXX
- +1 310-836-XXXX
- +1 650-962-XXXX
- +1 408-410-XXXX
- +1 408-295-XXXX
Daniel McShea

Vice President | Financial Advisor at Cabot Lodge Securities

Woodstock, GA, US
5+
- yahoo.com
- hotmail.com
- bellsouth.net
- juno.com
- att.net
- aol.com
- earthlink.net
- gmail.com
- clsecurities.com
5+
- +1 561-620-XXXX
- +1 239-649-XXXX
- +1 239-641-XXXX
- +1 239-580-XXXX
- +1 239-249-XXXX
- +1 239-860-XXXX
Linda A. Ventura

Vice President and Branch Manager at Cabot Lodge Securities

Melville, NY, US
1
- +1 212-388-XXXX
Frank Wainscott

Vice President and Registered Principal at Cabot Lodge Securities

Clearwater, FL, US
2
- aol.com
- clsecurities.com
5+
- +1 813-446-XXXX
- +1 727-519-XXXX
- +1 212-388-XXXX
- +1 727-441-XXXX
- +1 727-365-XXXX
- +1 727-446-XXXX
Albert Akerman

Executive Vice President and CCO, Managing Principal at Cabot Lodge Securities

Rockville Centre, NY, US
2
- yahoo.com
- bellsouth.net
5+
- +1 516-766-XXXX
- +1 516-455-XXXX
- +1 718-272-XXXX
- +1 516-608-XXXX
- +1 516-721-XXXX
- +1 212-388-XXXX
Peter Gallagher

Private Wealth Manager at Cabot Lodge Securities

New York, NY, US
1
- clsecurities.com
2
- +1 914-879-XXXX
- +1 212-813-XXXX
Joe Tackitt

Vice President of Compliance at Cabot Lodge Securities

McKinney, TX, US
1
- clsecurities.com
5+
- +1 210-491-XXXX
- +1 830-393-XXXX
- +1 210-602-XXXX
- +1 409-393-XXXX
- +1 830-393-XXXX
- +1 512-531-XXXX
Stephen Meskan

Financial Advisor at Cabot Lodge Securities

Chicago, IL, US
1
- clsecurities.com
3
- +1 312-307-XXXX
- +1 612-492-XXXX
- +1 312-607-XXXX
Gerald Dewitt

Registered Representative and Owner at Cabot Lodge Securities

Lynchburg, VA, US
1
- clsecurities.com
4
- +1 212-388-XXXX
- +1 434-610-XXXX
- +1 540-586-XXXX
- +1 954-464-XXXX
Barbara Ivester

Accounting Manager at Cabot Lodge Securities

Virginia, United States
2
- clsecurities.com
- gmail.com
3
- +1 571-228-XXXX
- +1 804-674-XXXX
- +1 804-823-XXXX
Karl Leonard

Financial Advisor at Cabot Lodge Securities

Houston, TX, US
2
- yahoo.com
- clsecurities.com
3
- +1 281-484-XXXX
- +1 864-395-XXXX
- +1 713-252-XXXX

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