Danny la Email & Phone Number
Partner, Wealth Advisor @ Corient
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Danny la Location
- Austin, TX, US
Danny la Work
- 2026 -now Partner, Wealth Advisor @
- 2024 -2026 Regional Director, Wealth Advisor @
- 2021 -2024 Senior Vice President, Wealth Advisor @
- 2019 -2021 Vice President, Wealth Advisor @
- 2017 -2019 Branch Manager @
- 2012 -2018 Branch Manager @
- 2008 -2012 Senior Investment Consultant @
- 2007 -2008 Sales Representative @ American General Finance
- 2007 -2007 Financial Representative @
Danny la Education
- University of Georgia - Terry College of Business
(Executive Program for Financial Planning Certification)
2014-2018 - The University of Texas at San Antonio
Bachelor of Business Administration (B.B.A.) (Investment Society, ALPFA, Kappa Sigma Fraternity)
2004-2008
Danny la Skills
- Investments
- Wealth Management
- Investment Strategies
- Sales Management
- Series 7
- Sales
- Equities
- Mutual Funds
- Fixed Income
- Trading
- Investment Advisory
- Leadership
- Portfolio Management
- Asset Allocation
- Financial Services
Danny la Summary
- Danny la, based in Austin, TX, US, is currently a Partner, Wealth Advisor at Corient. Danny la brings experience from previous roles at Capital Advisors and TD Ameritrade. Danny la holds a 2014 - 2018 University of Georgia - Terry College of Business. With a robust skill set that includes Investments, Wealth Management, Investment Strategies, Sales Management, Series 7 and more. Danny la has 2 emails and 1 mobile phone numbers on RocketReach.
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