Daniel Naylor's Location
Philadelphia, PA, US
Daniel Naylor's Work
- Trust Development Officer @ Capital First Trust Company
- Trust Development Officer @ American National Bank of Texas
- Investment Counselor @ Fisher Investments
- VIce President, Regional Development Manager @ Cumberland Trust
- Vice President of Business Development @ Reliance Trust Company an FIS Company
- Trust Specialist @ New York Fitness
- Internal Trust Specialist @ Merrill Lynch
- Retirement Education Services Specialist @ Merrill Lynch
- Financial Advisor @ Financial Services Company
Daniel Naylor's Education
- Carnegie Mellon University
Bachelor of Science (BS) (Public Policy and Management)
1998 - 2003 - Moorestown High School
Daniel Naylor's Skills
- Series 7
- Wealth Management
- Retirement Planning
- Equities
- Investments
- Estate Planning
- CRPC
- Certified Financial Planner
- Series 63
- Uniform Combined State Law
Daniel Naylor's Summary
Daniel Naylor, based in Philadelphia, PA, US, is currently a Trust Development Officer at Capital First Trust Company, bringing experience from previous roles at American National Bank of Texas, Fisher Investments, Cumberland Trust and Investment Company and Reliance Trust Company an FIS Company. Daniel Naylor holds a 1998 - 2003 Bachelor of Science (BS) in Public Policy and Management @ Carnegie Mellon University. With a robust skill set that includes Series 7, Wealth Management, Retirement Planning, Equities, Investments and more, Daniel Naylor contributes valuable insights to the industry. Daniel Naylor has 4 emails on RocketReach.
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