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
- 2021 - now Divisional Director, Northeast and Southeast Regions @
- 2014 - 2021 Regional Director @
- 2011 - 2014 Advisory Relationship Manager @ Merrill Edge
- 2009 - 2011 Financial Consultant @
- 2001 - 2009 Regional Marketing Director @
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 Voya Financial, Merrill Edge, 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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