Daniel Morris's Location
Town of Stamford, Connecticut, United States
Daniel Morris's Work
- Senior Financial Advisor @ Belpointe Asset Management
- Financial Advisor @ Wells Fargo Advisors
- Financial Advisor @ Merrill Lynch
- Partner @ GTAPlus
- Vice President @ President First Mortgage Bankers
- Vice President @ Ideal Mortgage
- Senior Vice President @ New Century Mortgage
- Assistant Vice President @ Consult Information Technology (CIT)
- Account Executive @ Ford Consumer Finances
- Assistant Branch Manager @ First Union
Daniel Morris's Education
- Bucknell University
BA ( Political Science, Economics)
1986 - 1990 - The Dwight School1982 - 1986
Daniel Morris's Skills
- Financial Planning
- First Time Home Buyers
- Customer Service
- Investments
- Business Development
- Negotiation
- Team Building
- Strategic Planning
- Retirement Planning
- Marketing
Daniel Morris's Summary
Daniel Morris, based in Town of Stamford, Connecticut, United States, is currently a Senior Financial Advisor at Belpointe Asset Management LLC, bringing experience from previous roles at Wells Fargo Advisors, Merrill Lynch, Gtaplus and President First Mortgage Bankers. Daniel Morris holds a 1986 - 1990 BA in Political Science, Economics @ Bucknell University. With a robust skill set that includes Financial Planning, First Time Home Buyers, Customer Service, Investments, Business Development and more, Daniel Morris contributes valuable insights to the industry. Daniel Morris has 4 emails and 1 mobile phone number on RocketReach.
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