Daniel Walker Email & Phone Number
Vice President Lead Wealth Management Banker at Wells Fargo Private Wealth NMLSR ID 2868372 @ Wells Fargo Private Bank
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Daniel Walker Location
- Bainbridge Island, WA, US
Daniel Walker Work
- Vice President Lead Wealth Management Banker at Wells Fargo Private Wealth NMLSR ID 2868372 @ (July 2026 - Present)
- Senior Family Advisor @ (January 2025 - February 2026)
- Financial Consultant @ (March 2023 - January 2025)
- Head of Family Office @ Ness Industries (January 2021 - January 2023)
- Director and Relationship Manager @ (July 2015 - January 2021)
- Financial Consultant @ (November 2010 - July 2015)
- Financial Advisor @ (February 2002 - May 2010)
Daniel Walker Education
- University of Washington
Bachelor of Arts (B.A.) (Japanese Linguistics)
1998-2001
Daniel Walker Skills
- Financial Advisory
- Finance
- Portfolio Management
- Retirement Planning
- Mutual Funds
- Financial Modeling
- Asset Management
- Financial Services
- Wealth Management
- Series 7
- Financial Analysis
- Management
- Banking
- Business Development
- Risk Management
- Strategy
- Project Management
Daniel Walker Summary
- Daniel Walker, based in Bainbridge Island, WA, US, is currently a Vice President Lead Wealth Management Banker at Wells Fargo Private Wealth NMLSR ID 2868372 at Wells Fargo Private Wealth. Daniel Walker brings experience from previous roles at Parcion Private Wealth, Fidelity Investments, Ness Industries and Silicon Valley Bank. Daniel Walker holds a 1998 - 2001 Bachelor of Arts (B.A.) in Japanese Linguistics @ University of Washington. With a robust skill set that includes Financial Advisory, Finance, Portfolio Management, Retirement Planning, Mutual Funds and more. Daniel Walker has 1 emails and 1 mobile phone numbers on RocketReach.
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