Daniel Toy Email & Phone Number
Senior Investment Manager @ Creative Planning
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Daniel Toy Location
- Kansas City, MO, US
Daniel Toy Work
- 2017 -now Senior Investment Manager @
- 2014 -now Director Of Business Operations @
- 2015 -2017 Financial Advisor @
Daniel Toy Education
- University of Kansas
Bachelor of Arts (BA) (Economics)
2000-2004 - College for Financial Planning
CRPC, Chartered Retirement Planning Counselor
2016
Daniel Toy Skills
- Investments
- Equities
- Stock Market
- Sales Management
- Equity Trading
- Financial Markets
- Small Business
- Business Development
- Project Management
- Client Development
- Client Relations Skills
- Workflow Applications
- Team Management
- Series 7
- Series 63
- Finance
- Mutual Funds
- Leadership
- Financial Services
- Series 24
- Business Operations
- Operations
- Chinese Medicine
- Marketing
- Acupuncture
Daniel Toy Summary
- Daniel Toy, based in Kansas City, MO, US, is currently a Senior Investment Manager at Creative Planning Inc.. Daniel Toy brings experience from previous roles at Elements Acupuncture & Chinese Medicine, LLC and Bank of America Merrill Lynch. Daniel Toy holds a 2000 - 2004 Bachelor of Arts (BA) in Economics @ University of Kansas. With a robust skill set that includes Investments, Equities, Stock Market, Sales Management, Equity Trading and more. Daniel Toy has 6 emails and 6 mobile phone numbers on RocketReach.
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