Daniel Osborn Email & Phone Number
CEO | Wealth Advisor
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Daniel Osborn Location
- United States
Daniel Osborn Work
- 2019 -now CEO | Wealth Advisor @ Meraki Wealth Management
- 2016 -2019 Investment Advisor Representatitve and Financial Services Representative @
- 2011 -2016 Investment Advisor Representative and Financial Services Representative @
- 2010 -2011 Futures Trader @ Market Mover Trading
- 2007 -2010 VP Sales @
- 2007 -2007 Account Executive @
- 2001 -2007 Account Executive @ Fremont Investment & Loan
Daniel Osborn Education
- University of Illinois Urbana-Champaign
Daniel Osborn Skills
- Microsoft Excel
- Sales
- Microsoft Office
- Business Development
- Finance
- Strategy
- Cold Calling
- Fixed Annuities
- Consumer Lending
- Marketing Communications
- 401k
- CRM
Daniel Osborn Summary
- Daniel Osborn, based in United States, is currently a CEO | Wealth Advisor at Meraki Wealth Management. Daniel Osborn brings experience from previous roles at MassMutual, The Premier Wealth Group an Office of MetLife, Market Mover Trading and GSF Mortgage Corporation. Daniel Osborn holds a University of Illinois Urbana-Champaign. With a robust skill set that includes Microsoft Excel, Sales, Microsoft Office, Business Development, Finance and more. Daniel Osborn has 1 emails and 1 mobile phone numbers on RocketReach.
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