Danny Kates Location
United States
Danny Kates Work
- 2023 - now Managing Director @ United Capital Financial Advisors, LLC
- 2018 - 2024 Head of Office @ Goldman Sachs Personal Financial Management
- 2011 - 2018 Partner @ Gaudreau/Wealth New England
Danny Kates Education
- MBA at Fairleigh Dickinson University
Masters of Business Administration ( Marketing & Corporate Management)
- Wexner
Danny Kates Skills
- Retirement
- Disability Insurance
- Life Insurance
- Management
- Leadership
- Employee Benefits
- Sales
- Financial Services
- Long Term Care Insurance
- Recruiting
Danny Kates Summary
Danny Kates, based in United States, is currently a Managing Director at United Capital Financial Advisors, LLC. Danny Kates brings experience from previous roles at Goldman Sachs Personal Financial Management and Gaudreau/Wealth New England. Danny Kates holds a Masters of Business Administration in Marketing & Corporate Management @ MBA at Fairleigh Dickinson University. With a robust skill set that includes Retirement, Disability Insurance, Life Insurance, Management, Leadership and more. Danny Kates has 2 emails and 1 mobile phone numbers on RocketReach.
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Top United Capital Financial Advisors, LLC Employees
-
Marie Campion
Chief People Officer at United Capital Financial Advisors, LLC
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Will Kelly
Managing Director at United Capital Financial Advisors, LLC
Lutherville-Timonium, MD, US25 -
David Pilaitis
Managing Director at United Capital Financial Advisors, LLC
West Deptford, NJ, US25+ -
Charlie York
Managing Director at United Capital Financial Advisors, LLC
Washington, DC, US5+5+ -
Craig Jaffe
Managing Director at United Capital Financial Advisors, LLC
Boca Raton, FL, US34 -
Frank Salb
Chief Investment Officer at United Capital Financial Advisors, LLC
Kansas City, MO, US14 -
12
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Julia Connell
Managing Director at United Capital Financial Advisors, LLC
Washington, DC, US25+ -
Konrad Brown
VP- Wealth Advisor at United Capital Financial Advisors, LLC
Florida, United States25+ -
Cliff Porter
Managing Director at United Capital Financial Advisors, LLC
Charlotte, NC, US13
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