Daniel Sandlin Email & Phone Number
Wealth Management Advisor, Senior Vice President @ Merrill Lynch
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Daniel Sandlin Location
- Chicago, IL, US
Daniel Sandlin Work
- 2012 -now Wealth Management Advisor, Senior Vice President @
- 2000 -2012 Vice President - Wealth Management @
Daniel Sandlin Education
- University of Colorado Boulder
Bachelor's Degree
1995-1999
Daniel Sandlin Skills
- Portfolio Management
- Accounting
- Strategic Planning
- Strategy
- Wealth Management
- Alternative Investments
- Series 63
- Retirement Planning
- Wealth Management Services
- Asset Allocation
- Investment Advisory
- Financial Services
- Equities
- Mutual Funds
- Strategic Financial Planning
- Investment Strategies
- Separately Managed Accounts
- 401k Rollovers
- ETFs
- Series 65
- Services
- Series 7
- Investment Management
Daniel Sandlin Summary
- Daniel Sandlin, based in Chicago, IL, US, is currently a Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management. Daniel Sandlin brings experience from previous roles at Smith Barney. Daniel Sandlin holds a 1995 - 1999 Bachelor's Degree @ University of Colorado Boulder. With a robust skill set that includes Portfolio Management, Accounting, Strategic Planning, Strategy, Wealth Management and more. Daniel Sandlin has 2 emails and 2 mobile phone numbers on RocketReach.
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