Daniel Whittle Email & Phone Number
Vice President - Wealth Advisor @ Bernstein Private Wealth Management
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Daniel Whittle Location
- Texas, United States
Daniel Whittle Work
- Vice President - Wealth Advisor @ (March 2026 - Present)
- Vice President - Portfolio Advisor @ (November 2021 - March 2026)
- Regional Sales Consultant @ (November 2017 - November 2021)
- Senior Regional Investment Consultant @ (September 2011 - November 2017)
- Financial Advisor @ (September 2010 - September 2011)
- Licensed Financial Specialist and Personal Banker @ (April 2006 - September 2010)
Daniel Whittle Education
- Southern Methodist University
Bachelor of Science (B.S.) (Biochemistry, Mathematics)
2001-2005 - Frisco High School 1997-2001
Daniel Whittle Skills
- Certified Financial Planner
Daniel Whittle Summary
- Daniel Whittle, based in Texas, United States, is currently a Vice President - Wealth Advisor at Bernstein Private Wealth Management. Daniel Whittle brings experience from previous roles at Northern Trust Corporation, Fidelity Investments and Merrill Lynch. Daniel Whittle holds a 2001 - 2005 Bachelor of Science (B.S.) in Biochemistry, Mathematics @ Southern Methodist University. With a robust skill set that includes Certified Financial Planner and more. Daniel Whittle has 1 emails and 2 mobile phone numbers on RocketReach.
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