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Daniel Villegas Location
Florida, United States
Daniel Villegas Work
Owner @ (September 2019 - Present)
Owner @ Midas of Clearwater (September 2016 - September 2019)
Financial Advisor @ (August 2016 - August 2017)
Financial Advisor @ (November 2014 - July 2016)
Financial Advisor @ (September 2012 - October 2014)
Personal Banker @ (January 2011 - September 2012)
Daniel Villegas Education
Florida State University
Master of Business Administration - MBA
2009-2011
Florida State University
Bachelor's degree (Sociology)
2004-2008
Daniel Villegas Skills
Account Management
B2C
Business Development
Business Planning
Business-to-Business (B2B)
Client Relations
Communication
Community Outreach
Compliance Regulations
Contract Negotiation
Credit
Customer Relationship Management (CRM)
Customer Retention
Customer Satisfaction
Customer Service
Data Analysis
Direct Sales
Executive Management
Financial Advisory
Financial Services
Insurance
Investments
Leadership
Leadership Development
Management
Marketing
National Accounts
Networking
Project Management
Sales
Sales Management
Sales Operations
Sales Process
Salesforce.com
Securities Regulation
Security Compliance
Series 6
Series 63
Solution-Oriented Selling
Strategic Planning
Team Building
Team Leadership
Territory Account Management
Uniform Combined State Law
Wealth Management
Daniel Villegas Summary
Daniel Villegas, based in Florida, United States, is currently a Owner at Air Mavericks. Daniel Villegas brings experience from previous roles at Midas of Clearwater, Wells Fargo Advisors, PNC and Morgan Stanley Wealth Management. Daniel Villegas holds a 2009 - 2011 Master of Business Administration - MBA @ Florida State University. With a robust skill set that includes Account Management, B2C, Business Development, Business Planning, Business-to-Business (B2B) and more. Daniel Villegas has 2 emails and 1 mobile phone numbers on RocketReach.
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