Holly Daniel Email and Phone Number
Client Care Associate
at
Paulson Wealth Management
Holly Daniel's email is hdaniel@paulsonwealth.com
.
Holly Daniel Contact Details
Email
hdaniel@paulsonwealth.com
Holly Daniel Company Details
Company
Location
Wheaton, Illinois, United States
Website
Industry
Financial Services
Holly Daniel's Current Company
Paulson Wealth Management
Industry | Financial Services | |
Location | Wheaton, Illinois, United States |
Industry | Financial Services | |
Location | Wheaton, Illinois, United States |
Holly Daniel's Experience and Education
Daniel Financial Services
Principal And Owner
1984-08 to 2011-03
Accounts Payable Clerk And Human Resources Assistant
2009-02 to 2010-10
Aurora, Illinois, United States
Accounts Payable Clerk And Receptionist
2008-02 to 2008-04
Illinois, United States
Cornerstone Wealth Management
Associate Financial Planner
1992-03 to 1993-05
Investment Officer, And Previous Assistant Roles
1986-11 to 1992-02
Fort Worth, Texas, United States
Client Care Associate
2015-10-01 to Unknown
Wheaton, Illinois, United States
College Of Financial Planning
Education
1991 to 1994
Bachelors in Economics
1981 to 2019
South Hadley, Massachusetts, United States
Frequently Asked Questions about Holly Daniel
What company does Holly Daniel work for?
Holly Daniel works for Paulson Wealth Management
What is Holly Daniel's role in his workplace?
Holly Daniel's role in his workplace is
Client Care Associate .
Which industry does Holly Daniel work in currently?
Holly Daniel works in the industry
Financial Services.
What is Holly Daniel's email address?
Holly Daniel's email address is hdaniel@paulsonwealth.com
What schools did Holly Daniel attended?
Holly Daniel attended
College Of Financial Planning,
and
Mount Holyoke College.
What are some of Holly Daniel's interests?
Holly Daniel has interests in
Writing,
I Enjoy Jogging,
Reading,
Scrapbooking,
Health,
Children,
Gardening,
Education,
Environment,
Photography,
Science And Technology,
Camping,
Human Rights,
Civil Rights And Social Action,
Poverty Alleviation,
Hiking,
Disaster And Humanitarian Relief,
Social Services,
Economic Empowerment,
Animal Welfare,
and
Arts And Culture.
What are some of Holly Daniel's skills?
Holly Daniel has skills like
Investments,
Portfolio Management,
Financial Planning,
Asset Management,
Investment Advisory,
Equities,
Mutual Funds,
Customer Service,
Finance,
Financial Services,
Public Speaking,
Management,
Organization Skills,
Securities,
Retirement,
Fixed Income,
401k,
Recordkeeping,
and
Historian.
Who are Holly Daniel's colleagues?
Holly Daniel's colleagues are
Jayskill Lilchainz,
Mark Scornavacco,
Steve Gentzler,
Paulson Coka,
Nathan Paulson,
Steve Gentzler,
Nathan Paulson,
Paulson Coka,
Jayskill Lilchainz,
and
Mark Scornavacco.
Who are Holly Daniel's peers at other companies?
Holly Daniel's peers at other companies are
Aaron Roberts,
Ionela Costea,
Jan Howey,
Shelby Slyford,
Fatima Sobhan,
Rebecca Steele,
and
Julie Heaton Caffin.