Daniel Yancy Email & Phone Number
Wealth Advisor @ TIAA
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Daniel Yancy Location
- Texas, United States
Daniel Yancy Work
- 2026 -now Wealth Advisor @
- 2024 -2026 Investment Counselor @
- 2023 -2024 Merrill Financial Solutions Advisor - Fort Worth and Surrounding Market @
- 2022 -2023 Wealth Relationship Advisor, Assistant Vice President of Bank Advisors Field Management @
- 2022 -2022 Registered Customer Experience Representative at Robinhood @
- 2021 -2021 Financial Advisor, Associate-Investments at J.P. Morgan Securities, LLC @ Industry
- 2020 -2020 Personal Financial Representative at Allstate Financial Services, LLC @
- 2019 -2020 Financial Advisor @
- 2014 -2018 Business Development Manager @
- 2007 -2014 Government Sales Manager @
- 2000 -2007 Owner @
Daniel Yancy Education
- Texas A&M University-Commerce
Master of Science - MS (Engineering/Industrial Management)
1985-1986 - United States Air Force Academy
(Physics)
1979-1983
Daniel Yancy Summary
- Daniel Yancy, based in Texas, United States, is currently a Wealth Advisor at TIAA. Daniel Yancy brings experience from previous roles at Fisher Investments, Bank of America, Citi and Robinhood. Daniel Yancy holds a 1985 - 1986 Master of Science - MS in Engineering/Industrial Management @ Texas A&M University-Commerce. Daniel Yancy has 2 emails and 2 mobile phone numbers on RocketReach.
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