Daniel Saylor Email & Phone Number
Financial Advisor @ Leverage Planning
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Daniel Saylor Location
- Denver, CO, US
Daniel Saylor Work
- Financial Advisor @ (September 2026 - Present)
- Vice President - Retirement Planning @ (May 2025 - March 2026)
- Workplace Planning Consultant II @ (August 2023 - December 2024)
- Workplace Planning Consultant I @ (February 2023 - August 2023)
- Workplace Planning Associate @ (June 2022 - August 2023)
- Financial Services Professional @ (February 2022 - May 2022)
- Agent @ (July 2021 - May 2022)
- Senior Staffing Consultant @ primesource staffing (January 2019 - January 2020)
- Director Of Business Development @ (January 2018 - January 2019)
- Professional and Technical Business Development Representative-IT @ (January 2017 - January 2018)
- Selling Branch Manager @ (January 2014 - January 2015)
- Senior Account Executive @ (January 2013 - January 2014)
- Business Development Representative @ Worldwide Express (January 2011 - January 2012)
- Sales Representative @ Ocean Technology Systems (January 2008 - January 2009)
- Aircrew Rescue-Swimmer @ (June 2000 - June 2005)
- Sales Manager @ Pre-Paid Legal (September 2001 - December 2003)
Daniel Saylor Education
- Colorado State University
M.B.A (Business Administration)
2009-2011 - Chapman University
B.A (Organizational Leadership)
2006-2008 - Coastline Community College
A.A (Oceanography Technology)
2004-2006 - Online Trading Academy
FOREX Trading
2016
Daniel Saylor Skills
- Account Management
- Asset Allocation
- B2B
- Budgets
- Business Development
- Business Planning
- Client Relations
- Entrepreneurship
- Finance
- Financial Advisory
- Financial Goals
- Financial Planning
- Hold Series 7
- Insurance
- Investment Performance
- Investment Strategies
- Investments
- Leadership
- Management
- Marketing
- Negotiation
- New Business Development
- Personal Finance
- Process Improvement
- Program Management
- Project Planning
- Research
- Retirement Plan Consulting
- Retirement Planning
- Sales
- Sales Operations
- Strategic Planning
- Time Management
- Training
Daniel Saylor Summary
- Daniel Saylor, based in Denver, CO, US, is currently a Financial Advisor at Leverage Planning. Daniel Saylor brings experience from previous roles at MDRN Capital ™ and Fidelity Investments. Daniel Saylor holds a 2009 - 2011 M.B.A in Business Administration @ Colorado State University. With a robust skill set that includes Account Management, Asset Allocation, B2B, Budgets, Business Development and more. Daniel Saylor has 1 mobile phone numbers on RocketReach.
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