2002 -
now Financial Advisor, Managing Director - Investments @
1993 -
2002 Financial Consultant @
1990 -
1993 Senior Tax Accountant @
1987 -
1990 Intern @
1982 -
1986 Checker and Bagger @
Daniel Payne Education
University of Southern California 1986
-
1990
East High School 1982
-
1986
Daniel Payne Skills
Investment Strategies
Asset Allocation
Investments
Retirement Planning
401k Rollovers
Retirement
Hedge Funds
Fixed Income
Alternative Investments
Financial Advisory
401k
Equities
Mutual Funds
Securities
Capital Markets
Trading
529 Plans
Saving for Education
Municipal Bonds
College Savings Plans
Roth IRA
Variable Annuities
Risk Management
Finance
Financial Services
Funding
IRAs
High Net Worth Individuals
ETFs
Retirement Plan Consulting
High Net Worth
Retirement Plan
Daniel Payne Summary
Daniel Payne, based in Salt Lake City, UT, US, is currently a Financial Advisor, Managing Director - Investments at Wells Fargo Advisors. Daniel Payne brings experience from previous roles at Morgan Stanley Smith Barney, KPMG, Morgan Stanley and Smith's Food & Drug Centers. Daniel Payne holds a 1986 - 1990 University of Southern California. With a robust skill set that includes Investment Strategies, Asset Allocation, Investments, Retirement Planning, 401k Rollovers and more. Daniel Payne has 3 emails and 2 mobile phone numbers on RocketReach.
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