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Daniel Smyth Location
Bryn Athyn, PA, US
Daniel Smyth Work
Managing Director - East Coast Division @ (March 2025 - Present)
Director @ (April 2024 - Present)
Director - Retail Division @ (June 2020 - July 2024)
Client Service Associate - Cohen Leib Robinson Spilove Investment Group @ (January 2020 - June 2020)
Internal Wholesaler - MoneyGuard - MGA and LFN Team @ (September 2018 - January 2020)
Private Wealth Management Intern @ (September 2017 - December 2017)
Wealth Management Intern - Cohen Spilove Leib Robinson Investment Group @ (June 2017 - September 2017)
Wealth Management Intern - The Kahner Smith Wealth Management Group @ (September 2016 - May 2017)
Summer Intern - Insurance and Annuity Sales @ (June 2013 - August 2016)
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 3 emails and 1 mobile phone numbers on RocketReach.
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