Daniel Yancy Email & Phone Number
Wealth Advisor @ TIAA
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Daniel Yancy Location
- Texas, United States
Daniel Yancy Work
- Wealth Advisor @ (February 2026 - Present)
- Investment Counselor @ (June 2024 - February 2026)
- Merrill Financial Solutions Advisor - Fort Worth and Surrounding Market @ (May 2023 - June 2024)
- Wealth Relationship Advisor, Assistant Vice President of Bank Advisors Field Management @ (June 2022 - April 2023)
- Registered Customer Experience Representative at Robinhood @ (January 2022 - June 2022)
- Financial Advisor, Associate-Investments at J.P. Morgan Securities, LLC @ Industry (January 2021 - December 2021)
- Personal Financial Representative at Allstate Financial Services, LLC @ (August 2020 - November 2020)
- Financial Advisor @ Ameriprise Financial Services, Inc. (August 2019 - August 2020)
- Business Development Manager @ (February 2014 - December 2018)
- Government Sales Manager @ (February 2007 - January 2014)
- Owner @ (January 2000 - February 2007)
Daniel Yancy Education
- East Texas A&M University
Master of Science - MS (Engineering/Industrial Management)
1985-1986 - United States Air Force Academy
Physics
1979-1983
Daniel Yancy Skills
- Account Management
- Business Planning
- Business Relationship Management
- Customer Service
- Financial Advisory
- Insurance
- Interpersonal Skills
- Investment Products
- Investments
- Marketing Strategy
- Sales Management
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 @ East Texas A&M University. With a robust skill set that includes Account Management, Business Planning, Business Relationship Management, Customer Service, Financial Advisory and more. Daniel Yancy has 1 emails and 2 mobile phone numbers on RocketReach.
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