Daryl Braley Email & Phone Number
Senior Registered Representative @ Carter Financial Management
5 free lookup(s).
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 1 mobile phone numbers on RocketReach.
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