Daniel Montilla's Location
Fort Lauderdale, Florida, United States
Daniel Montilla's Work
- Senior Director @ BNY Mellon
- Senior Vice President @ U.S. Trust
Daniel Montilla's Education
- Nova Southeastern University—Shepard Broad Law Center
Juris Doctorate
Daniel Montilla's Skills
- Wealth Management
- Investment Advisory
- Retirement Planning
- Estate Planning
- Wealth Management Services
- High Net Worth Individuals
- Trust Services
- Asset Allocation
- Asset Management
- Sales
Daniel Montilla's Summary
Daniel Montilla, based in Fort Lauderdale, Florida, United States, is currently a Senior Director at Bny Mellon, bringing experience from previous roles at u.s. Trust. Daniel Montilla holds a Juris Doctorate @ Nova Southeastern University—Shepard Broad Law Center. With a robust skill set that includes Wealth Management, Investment Advisory, Retirement Planning, Estate Planning, Wealth Management Services and more, Daniel Montilla contributes valuable insights to the industry. Daniel Montilla has 2 emails on RocketReach.
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