Daniel Schwartz's Location
Concord, NC, US
Daniel Schwartz's Work
- Divisional Director - Southeast @ Nuveen, a TIAA company
- Wealth Advisor Consultant @ Nuveen, a TIAA company
- Regional Director @ Legg Mason
- Vice President, Sales Director @ Legg Mason
- Sales Director @ Legg Mason
- Senior Internal Wholesaler @ Western & Southern Financial Group
- Financial Advisor @ Financial Services Company
- Senior Trainer and Installation Specialist @ TechTeam Global
Daniel Schwartz's Education
- Michigan State University - The Eli Broad Graduate School of Management1997 - 2001
Daniel Schwartz's Skills
- Asset Managment
- Mutual Funds
- Series 7
- Strategic Financial Planning
- Series 63
- Investment Advisory
- Wealth Management
- Retirement Planning
- Uniform Combined State Law
- Business Development
Daniel Schwartz's Summary
Daniel Schwartz, based in Concord, NC, US, is currently a Divisional Director - Southeast at Nuveen, a TIAA company, bringing experience from previous roles at Nuveen, a TIAA company and Legg Mason (Acquired by Franklin Templeton). Daniel Schwartz holds a 1997 - 2001 Michigan State University - The Eli Broad Graduate School of Management. With a robust skill set that includes Asset Managment, Mutual Funds, Series 7, Strategic Financial Planning, Series 63 and more, Daniel Schwartz contributes valuable insights to the industry. Daniel Schwartz has 2 emails on RocketReach.
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