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Daniel Southern Location
Chicago, IL, US
Daniel Southern Work
Registered Client Service Associate @ (February 2023 - Present)
Sales Team Member @ (July 2018 - August 2021)
Licensed Sales Producer @ (February 2017 - July 2018)
Operations Lead Representative @ (October 2006 - August 2015)
Investment Professional @ (August 2021 - February 2023)
Daniel Southern Education
NYU School of Professional Studies
CFP (Financial Planning and Services)
2026-2027
Northwestern University
Master of Science (M.S.C.) (Communications Management)
DePaul University
Bachelor's degree (ENGLISH LANGUAGE AND LITERATURE/LETTERS)
Daniel Southern Summary
Daniel Southern, based in Chicago, IL, US, is currently a Registered Client Service Associate at J.P. Morgan Private Bank. Daniel Southern brings experience from previous roles at State Farm ®, Allstate, Bank of America and JPMorgan Chase & Co.. Daniel Southern holds a 2026 - 2027 CFP in Financial Planning and Services @ NYU School of Professional Studies. Daniel Southern has 2 emails on RocketReach.
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