Daniel Smith Email & Phone Number

First Vice President-Wealth Management, CFP®, CRPC® @ UBS Group AG

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Daniel Smith Location

Paramus, NJ, US

Daniel Smith Work

2010 - now First Vice President-Wealth Management, CFP®, CRPC® @ UBS Group AG
2002 - 2010 Financial Advisor, CRPC® @ Merrill Lynch
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1995 - 2001 VP, Lending @ GE Capital
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Daniel Smith Education

Ithaca College
BS, MS (Education)
1978 - 1983
Ilion High School

Daniel Smith Skills

Portfolio Management
Wealth Management
Retirement Planning

Financial Markets
Event Planning
Higher Education
PowerPoint
Admissions
Customer Service
Microsoft Office

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Daniel Smith Summary

Daniel Smith, based in Paramus, NJ, US, is currently a First Vice President-Wealth Management, CFP®, CRPC® at UBS. Daniel Smith brings experience from previous roles at Merrill Lynch and GE Capital. Daniel Smith holds a 1978 - 1983 BS, MS in Education @ Ithaca College. With a robust skill set that includes Portfolio Management, Wealth Management, Retirement Planning, Financial Markets, Event Planning and more. Daniel Smith has 3 emails and 3 mobile phone numbers on RocketReach.

Daniel Smith Emails

Found 3 emails

Daniel Smith Phone Numbers

Found 3 phone numbers

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Daniel Smith

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Chelmsford, GB
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- +44 7872 81XXXX
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Daniel Smith

Chief Executive Officer at Succentrix Business Advisors

Montgomery, IL, US
5+
- elmore.rr.com
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- +1 334-283-XXXX
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Daniel Smith

President and Chief Executive Officer at Cooperative Network

Madison, WI, US
1
- cooperativenetwork.coop
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- +1 608-258-XXXX
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Daniel Smith

Co-Founder and CEO at Stitch Care

New York, NY, US
1
- gmail.com
3
- +1 978-475-XXXX
- +1 703-992-XXXX
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