James Daniello Email & Phone Number
Divisional Vice President @ Equitable
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James Daniello Location
- Pittsburgh, PA, US
James Daniello Work
- Divisional Vice President @ (June 2021 - Present)
- Senior Director, Institutional Retirement Plan Distribution @ (November 2020 - June 2021)
- Wealth Management Director (Regional Manager) @ (September 2018 - November 2020)
- Senior Director, Integrated Solutions (Divisional Manager) @ (September 2015 - September 2018)
- Director, Insured Solutions (Wholesaler) @ (November 2012 - September 2015)
- Regional Vice President (Wholesaler) @ (April 2009 - January 2012)
- Regional Vice President (Wholesaler) @ (January 2006 - April 2009)
- Institutional Sales Representative (Wholesaler) @ (October 2002 - December 2005)
- Assistant Vice President @ (July 1998 - October 2002)
James Daniello Education
- Villanova University
Bachelor of Science (Business Administration)
1992-1996
James Daniello Skills
- Retirement Planning
- Relationship Management
- Strategic Planning
- Estate Planning
- Banking
- Public Speaking
- Insurance
- Sales
- Annuities
- Wholesaling
- Investments
- Business Development
- Business Analysis
- Asset Allocation
- Wealth Management
- Life Insurance
- Risk Management
- Asset Management
- Microsoft Excel
- Certified Financial Planner
- Business Strategy
- Research
- Sales Manager
- Financial Planning
- Marketing
- Change Management
James Daniello Summary
- James Daniello, based in Pittsburgh, PA, US, is currently a Divisional Vice President at Equitable. James Daniello brings experience from previous roles at TIAA. James Daniello holds a 1992 - 1996 Bachelor of Science in Business Administration @ Villanova University. With a robust skill set that includes Retirement Planning, Relationship Management, Strategic Planning, Estate Planning, Banking and more. James Daniello has 5 emails and 4 mobile phone numbers on RocketReach.
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