Daniel Naumann Email & Phone Number
Divisional Director, Northeast and Southeast Regions @ Cetera Wealth Services
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Daniel Naumann Location
- Malden, MA, US
Daniel Naumann Work
- Divisional Director, Northeast and Southeast Regions @ (June 2021 - Present)
- Advisory Relationship Manager @ Merrill Edge (January 2011 - April 2014)
- Regional Director @ (May 2014 - October 2021)
- Financial Consultant @ (November 2009 - May 2011)
- Regional Marketing Director @ (July 2001 - February 2009)
Daniel Naumann Education
- Tufts University
(Economics)
1997-2001 - Tufts University
BA (Economics)
1997-2001
Daniel Naumann Skills
- Marketing
- Series 7
- Finance
- Mutual Funds
- Series 63
- Investments
- Asset Allocation
- Wealth Management
- Series 6
- Series 65
- Fixed Annuities
- Financial Advisory
- Insurance
- Variable Annuities
- Life Insurance
- Sales
- IRAs
- Retirement
- 401k
- Financial Services
- Asset Management
- Retirement Planning
- Securities
- Fixed Income
- Equities
- Financial Planning
- Series 24
- Microsoft Office
- Financial Reporting
- Management
Daniel Naumann Summary
- Daniel Naumann, based in Malden, MA, US, is currently a Divisional Director, Northeast and Southeast Regions at Cetera Advisor Networks LLC. Daniel Naumann brings experience from previous roles at Merrill Edge, Voya Financial, Citizens Financial Group and Putnam Investments. Daniel Naumann holds a 1997 - 2001 Tufts University. With a robust skill set that includes Marketing, Series 7, Finance, Mutual Funds, Series 63 and more. Daniel Naumann has 1 emails and 2 mobile phone numbers on RocketReach.
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