Daniel Valente Email & Phone Number
Investment Portfolio Associate @ Raymond James
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Daniel Valente Location
- Coral Springs, FL, US
Daniel Valente Work
- 2020 -now Investment Portfolio Associate @
- 2017 -2020 Wealth Associate @
- 2017 -2020 Wealth Management Associate @
- 2014 -2017 Wealth Strategy Associate @
- 2012 -2014 Relationship Banker @
- 2005 -2011 Loan Originator @ Crosstate Mortgage Corporation
Daniel Valente Education
- Rutgers Business School
Bachelor of Science - BS (Finance)
2006-2011 - Rutgers University–Newark
Bachelor of Science - BS (As LusÍadas (Portuguese Society))
2006-2011 - Rutgers University
Bachelor of Science (Finance, General)
- Rutgers University
Bachelor of Science (Portuguese Language and Literature)
Daniel Valente Skills
- Series 9
- Uniform Combined State Law
- Commercial Banking
- Loans
Daniel Valente Summary
- Daniel Valente, based in Coral Springs, FL, US, is currently a Investment Portfolio Associate at Raymond James. Daniel Valente brings experience from previous roles at Morgan Stanley, UBS Wealth Management and Chase. Daniel Valente holds a 2006 - 2011 Bachelor of Science - BS in Finance @ Rutgers Business School. With a robust skill set that includes Series 9, Uniform Combined State Law, Commercial Banking, Loans and more. Daniel Valente has 2 emails and 1 mobile phone numbers on RocketReach.
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