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
- 2026 -now Vice President Lead Wealth Management Banker at Wells Fargo Private Wealth NMLSR ID 2868372 @
- 2025 -2026 Senior Family Advisor @
- 2023 -2025 Financial Consultant @
- 2021 -2023 Head of Family Office @ Ness Industries
- 2015 -2021 Director and Relationship Manager @
- 2010 -2015 Financial Consultant @
- 2002 -2010 Financial Advisor @
Daniel Walker Education
- University of Washington
Bachelor of Arts (B.A.) (Golden Key National Honor Society)
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 Golden Key National Honor Society @ 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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