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Daryl Braley Location
Dallas, TX, US
Daryl Braley Work
2023 -now Senior Registered Representative @
2022 -2023 Director @
2020 -2022 Registered Representative @
2018 -2020 Client Service Specialist @
2017 -2018 Registered Paraplanner with Doyle and Associates @
2017 -2017 Client Service Specialist @
2015 -2017 Senior Registered Client Service Associate @
2015 -2015 Operations Analyst @
2007 -2014 AVP and Senior Registered Sales Assistant @
Daryl Braley Education
Austin College
(Business Administration & Economics)
Daryl Braley Skills
Bloomberg
FACTSET
Fidessa
Stock Options
Wealth Management
10b5-1 Plans
Rule 144
Pershing (NETX360) Back Office
ACT
Bill Good
AEW Institutional Trading Software
Directed Share Plans
Microsoft Office
Microsoft Excel
Microsoft Word
Microsoft PowerPoint
Thomson Reuters Eikon
Equity Trading
Variable Annuities
Fixed Income
Fixed Annuities
Long-term Care
Customer Relationship Management (CRM)
Customer Service
Database Administration
Schwab Back Office Systems
NFS - StreetScape back office systems
ThomsonOne
Sales Force
Daryl Braley Summary
Daryl Braley, based in Dallas, TX, US, is currently a Senior Registered Representative at Carter Financial Management. Daryl Braley brings experience from previous roles at Requisite Capital Management, Carter Financial Management, True North Advisors and Ameriprise Financial Services, Inc.. Daryl Braley holds a Austin College. With a robust skill set that includes Bloomberg, FACTSET, Fidessa, Stock Options, Wealth Management and more. Daryl Braley has 2 emails and 2 mobile phone numbers on RocketReach.
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