Daniel Toland Email & Phone Number
Outbound Investment Advisor @ Edelman Financial Engines
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Daniel Toland Location
- Charlotte, NC, US
Daniel Toland Work
- Outbound Investment Advisor @ (September 2026 - Present)
- Associate Personal Banker @ (March 2025 - September 2026)
- Sales Manager @ (December 2023 - January 2025)
- Personal Banker @ (August 2021 - September 2023)
- Banking Associate @ (February 2020 - August 2021)
- Shipping Receiving Specialist @ (May 2019 - August 2019)
- Call Center Representative @ (May 2017 - August 2017)
- Food Runner @ (May 2016 - August 2016)
- Cashier @ (August 2014 - August 2015)
- Merchandise Manager @ (May 2014 - August 2015)
Daniel Toland Education
- University of North Carolina at Charlotte
Bachelor of Arts - BA (Communications)
2015-2019
Daniel Toland Skills
- Analytical Skills
- Attention to Detail
- Banking
- Branch Banking
- Branch Banking Operations
- Building Internal & External Relationships
- Client Relations
- Communication
- Complex Transactions
- Consultative Selling
- Consumer Lending
- Critical Thinking
- Customer Engagement
- Customer Experience
- Customer Loyalty
- Customer Outreach
- Customer Retention
- Customer Service
- Customer Service Management
- Customer-Focused Service
- Decision-Making
- Digital Marketing Innovations
- Event Planning
- Exceeding Customer Expectations
- Finance
- Financial Analysis
- Financial Services
- Financial Statements
- Fitness
- Helping Clients Succeed
- Ice Hockey
- Interpersonal Communication
- Interpersonal Skills
- Inventory Management
- Lead Change
- Lead Generation
- Leadership
- Leveraging Relationships
- Management
- Membership Marketing
- Microsoft Office
- Notary
- Opening New Accounts
- Organization Skills
- Pediatric Psychology
- People Management
- Phone Banking
- Policies & Procedures Development
- Positioning (Marketing)
- Presentation Skills
- Problem Solving
- Professional Phone Skills
- Profit/Loss Accountability
- Relationship Building
- Retail Banking
- Retail Sales
- Retention Strategies
- Sales
- Sales Management
- Salesforce.com
- Shipping & Receiving
- Sports
- Supply Chain Collaboration
- Team Building
- Teamwork
- Time Management
- Training
- Transaction Management
- Written Communication
- Youth Mentoring
Daniel Toland Summary
- Daniel Toland, based in Charlotte, NC, US, is currently a Outbound Investment Advisor at Edelman Financial Engines. Daniel Toland brings experience from previous roles at Wells Fargo, Orangetheory Fitness and PNC Bank. Daniel Toland holds a 2015 - 2019 Bachelor of Arts - BA in Communications @ University of North Carolina at Charlotte. With a robust skill set that includes Analytical Skills, Attention to Detail, Banking, Branch Banking, Branch Banking Operations and more.
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