Daniel Shelly's Location
Folsom, CA, US
Daniel Shelly's Work
- Financial Representative @ Capstone Financial Group - AIC
- Accountant @ Heritage Community Credit Union
- Accounting Specialist @ Heritage Community Credit Union
- Job Foreman @ Cascading Falls Inc.
Daniel Shelly's Education
- Colorado State University-Global Campus
Bachelor's degree (Accounting)
2014 - 2016 - California State University-Sacramento
(Accounting and Economics)
2013 - 2014 - Sierra College
Associate of Science (A.S.) (Accounting and Business Administration)
2011 - 2013
Daniel Shelly's Skills
- Auditing
- Series 63
- Banking
- Accounting
- Fixed Annuities
- Permanent Life Insurance
- Variable Annuities
- Finance
- Series 6
- Life Insurance
Daniel Shelly's Summary
Daniel Shelly, based in Folsom, CA, US, is currently a Financial Representative at Capstone Financial Group - AIC, bringing experience from previous roles at Heritage Community Credit Union and Cascading Falls Inc.. Daniel Shelly holds a 2014 - 2016 Bachelor's degree in Accounting @ Colorado State University-Global Campus. With a robust skill set that includes Auditing, Series 63, Banking, Accounting, Fixed Annuities and more, Daniel Shelly contributes valuable insights to the industry. Daniel Shelly has 5 emails and 1 mobile phone number on RocketReach.
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