Daniela Ricaldone Email & Phone Number
Vice President, Annuities and Insurance, Growth and Enablement @ LPL Financial
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Daniela Ricaldone Location
- San Diego, CA, US
Daniela Ricaldone Work
- 2026 -now Vice President, Annuities and Insurance, Growth and Enablement @
- 2024 -2026 Vice President, Financial Institution, Strategy and Growth @
- 2023 -2024 Vice President, Advisor Affiliation Consulting, Advisor Business Strategy @
- 2021 -2023 Assistant Vice President, Business Strategy Consultant, Employee Advisor Affiliation @
- 2020 -2021 J.P. Morgan Chase Wealth Management, West Division Leadership Team @
- 2018 -2020 Financial Advisor, Financial Planning Specialist @
- 2016 -2018 San Diego Complex, Administrator @
- 2014 -2016 Financial Advisor, Financial Planning Associate @ MG&A Wealth (Hybrid RIA)
- 2014 -2014 Wealth Strategy Associate @
- 2010 -2014 Midwest Region and Chicago Complex Leadership Team @
- 2009 -2010 Private Wealth Management, Branch Operations @
- 2008 -2009 Midwest Region Leadership Team @
- 2007 -2008 Client Service Associate @
Daniela Ricaldone Education
- Florida International University
Bachelor of Science (Public Relations and Integrated Marketing Campaigns)
- Boston Institute of Finance
CFP Program
Daniela Ricaldone Summary
- Daniela Ricaldone, based in San Diego, CA, US, is currently a Vice President, Annuities and Insurance, Growth and Enablement at LPL Financial. Daniela Ricaldone brings experience from previous roles at LPL Financial and JPMorgan Chase & Co.. Daniela Ricaldone holds a Bachelor of Science in Public Relations and Integrated Marketing Campaigns @ Florida International University. Daniela Ricaldone has 1 emails and 2 mobile phone numbers on RocketReach.
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