Daniel Yee Email & Phone Number
Regional Director and Wealth Advisor
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Daniel Yee Location
- Riverside, CA, US
Daniel Yee Work
- 2008 -now Regional Director and Wealth Advisor @ Vision Solved Wealth Management Group
- 1992 -2000 Regulatory Compliance Manager @ The Toro Company, Riverside CA
- 1985 -1992 Design Engineer, Project Management, Quality Manager @ The Toro Company, Riverside CA
Daniel Yee Education
- University of Redlands
Master of Business Administration (MBA) (Business Administration and Management, General)
2000-2003 - UCSB
Electrical Engineering / Computer Science (BS)
1974-1979
Daniel Yee Skills
- Retirement Planning
- Fixed Annuities
- Retirement
- Investments
- Strategic Financial Planning
- Mutual Funds
- Series 7
- Investment Advisory
- Estate Planning
- Asset Allocation
- Portfolio Management
- Asset Management
- Wealth Management
- Annuity Sales
- Licensed Life & Health Insurance Agent
- Customer Service
- Microsoft Office
- Manufacturing
- Licensed Life and Health Insurance Agent
- Sales
Daniel Yee Summary
- Daniel Yee, based in Riverside, CA, US, is currently a Regional Director and Wealth Advisor at Vision Solved Wealth Management Group. Daniel Yee brings experience from previous roles at The Toro Company, Riverside CA. Daniel Yee holds a 2000 - 2003 Master of Business Administration (MBA) in Business Administration and Management, General @ University of Redlands. With a robust skill set that includes Retirement Planning, Fixed Annuities, Retirement, Investments, Strategic Financial Planning and more. Daniel Yee has 2 emails and 4 mobile phone numbers on RocketReach.
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