Daniel Smyth Email & Phone Number

Managing Director - East Coast Division @ HCR Wealth Advisors

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Daniel Smyth Location

Bryn Athyn, PA, US

Daniel Smyth Work

2025 - now Managing Director - East Coast Division @ HCR Wealth Advisors
2024 - now Director @ American Brokerage Services
2020 - 2024 Director - Retail Division @ American Brokerage Services
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2020 - 2020 Client Service Associate - Cohen Leib Robinson Spilove Investment Group @ UBS Group AG
2018 - 2020 Internal Wholesaler - MoneyGuard - MGA and LFN Team @ Lincoln Financial Group
2017 - 2017 Private Wealth Management Intern @ HCR Wealth Advisors
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2017 - 2017 Wealth Management Intern - Cohen Spilove Leib Robinson Investment Group @ UBS Group AG
2016 - 2017 Wealth Management Intern - The Kahner Smith Wealth Management Group @ UBS Group AG
2013 - 2016 Summer Intern - Insurance and Annuity Sales @ American Brokerage Services

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Daniel Smyth Education

St. John's University, The Peter J. Tobin College of Business
Master of Business Administration - MBA (Executive Ma)
2016 - 2018
St. John's University, The Peter J. Tobin College of Business
Bachelor of Science - BS (Finance, General)
2013 - 2017

Daniel Smyth Summary

Daniel Smyth, based in Bryn Athyn, PA, US, is currently a Managing Director - East Coast Division at HCR Wealth Advisors. Daniel Smyth brings experience from previous roles at American Brokerage Services, UBS and Lincoln Financial Group. Daniel Smyth holds a 2016 - 2018 Master of Business Administration - MBA in Executive Ma @ St. John's University, The Peter J. Tobin College of Business. Daniel Smyth has 4 emails and 1 mobile phone numbers on RocketReach.

Daniel Smyth Emails

Found 4 emails

Daniel Smyth Phone Numbers

Found 2 phone numbers

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