Daniel Yates Email & Phone Number

Wealth Management Advisor, First Vice President @ Merrill Lynch

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Daniel Yates Location

Los Angeles, CA, US

Daniel Yates Work

2010 - now Wealth Management Advisor, First Vice President @ Merrill Lynch
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2005 - 2010 Vice President @ Wells Fargo Advisors
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1999 - 2005 Associate Vice President @ UBS Wealth Management

1995 - 1999 Financial Consultant @ SALOMON SMITH BARNEY

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Daniel Yates Education

Wharton School, University of Pennsylvania
Certified Investment Management Analyst
2017 - 2018
California State University, Northridge
Bachelor's Degree
1991 - 1994

Daniel Yates Summary

Daniel Yates, based in Los Angeles, CA, US, is currently a Wealth Management Advisor, First Vice President at Merrill Lynch Wealth Management. Daniel Yates brings experience from previous roles at Wells Fargo Advisors, UBS Wealth Management and Salomon Smith Barney. Daniel Yates holds a 2017 - 2018 Certified Investment Management Analyst @ Wharton School, University of Pennsylvania.

Daniel Yates Phone Numbers

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