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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Others Named Daniel Yancy
Daniel Yancy
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Texas, United States
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Top TIAA Employees
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Rosario Conde-Johanek
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Raymond Bellucci
Chief Operating Officer, TIAA Retirement Solutions
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Daniel Conmy
Managing Director of Higher Education Sales | TIAA
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Chris Lynch
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Bhagwan Rajput
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Tonya Brandon
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Syed Hasan
Managing Director I M and A and Corporate Development
New York, NY, US
Wen-Fu Wu
Deputy Chief Investment Officer and Head of Fixed Income
New York, NY, US
Dalit Stern
Managing Director, Enterprise Sr. Fraud Risk Officer
New York, NY, US
Kourtney Gibson
Chief Executive Officer, Retirement Solutions
Charlotte, NC, US
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