Daniel Lloyd

Daniel Lloyd Email and Phone Number

Director of Business Development @ Catholic Financial Life
milwaukee, wisconsin, united states
Daniel Lloyd's Location
Milwaukee, Wisconsin, United States, United States
Daniel Lloyd's Contact Details
About Daniel Lloyd

30+ years experience in the financial services industryIs a Certified Public Accountant (CPA) and has earned Chartered Life Underwriter (CLU) and Chartered Financial Consultant designations (ChFC).Specialties: Retirement planningAsset allocationEducation fundingLife insurance analysisIncome replacementMortgage/debt coverageEstate planningCharitable giving

Daniel Lloyd's Current Company Details
Catholic Financial Life

Catholic Financial Life

View
Director of Business Development
milwaukee, wisconsin, united states
Employees:
199
Daniel Lloyd Work Experience Details
  • Catholic Financial Life
    Director Of Business Development
    Catholic Financial Life Jan 2019 - Present
    Milwaukee, Wisconsin, United States
  • Catholic Financial Life
    Regional Manager
    Catholic Financial Life Nov 2015 - Dec 2018
    East Central Wisconsin
    We're Hiring! Join.catholicfinanciallife.org/successRecruiting and training of qualified advisors and maintaining a consistent pattern of growth.Increasing the sale of life premium by developing and managing a team of advisors.Maintaining current client relationships and developing new markets.Developing and implementing region-wide sales plans consistent with Catholic Financial Life growth objectives.
  • Catholic Financial Life
    Advisor
    Catholic Financial Life Nov 2010 - Oct 2015
    Understanding your needs is critical to developing an effective financial plan. My top priority is to listen to you and provide complete and accurate information so you can make informed decisions. There is nothing more rewarding than the knowledge that I have assisted you in providing for yourself and your loved ones in the best manner possible. How we get there often involves a creative process based on sound financial management concepts. You can be sure that your future is secure with Catholic Financial Life.To learn more about Catholic Financial Life and our products and services, visit our Web site: www.catholicfinanciallife.org
  • Catholic Financial Life
    Chief Operations Officer
    Catholic Financial Life 2010 - 2011
  • Mwa Financial Services, Inc.
    Investment Advisor Representative
    Mwa Financial Services, Inc. Aug 2012 - Present
    MWA Financial Services, Inc. offers securities and brokerage products. Corporate office is located at 1701 1st Avenue, Rock Island, IL 61201, 309-558-3100. Member: FINRA, SIPC.
  • Catholic Family Life Insurance
    President And Ceo
    Catholic Family Life Insurance Jan 2001 - Apr 2010

Daniel Lloyd Skills

Retirement Planning Life Insurance Insurance Estate Planning Asset Allocation Fixed Annuities Financial Planning Financial Services Finance Securities Disability Insurance Retirement Long Term Care Strategic Financial Planning Investments Pensions Term Life Insurance Series 63

Daniel Lloyd Education Details

  • University Of Wisconsin-Oshkosh
    University Of Wisconsin-Oshkosh
    Accounting

Frequently Asked Questions about Daniel Lloyd

What company does Daniel Lloyd work for?

Daniel Lloyd works for Catholic Financial Life

What is Daniel Lloyd's role at the current company?

Daniel Lloyd's current role is Director of Business Development.

What is Daniel Lloyd's email address?

Daniel Lloyd's email address is dl****@****fli.org

What is Daniel Lloyd's direct phone number?

Daniel Lloyd's direct phone number is +141427*****

What schools did Daniel Lloyd attend?

Daniel Lloyd attended University Of Wisconsin-Oshkosh.

What are some of Daniel Lloyd's interests?

Daniel Lloyd has interest in Married To Connie With Two Children, Boniface Parish In Germantown, Wis, Member Of St, Enjoys Golf And Cooking, Alex And Pablo.

What skills is Daniel Lloyd known for?

Daniel Lloyd has skills like Retirement Planning, Life Insurance, Insurance, Estate Planning, Asset Allocation, Fixed Annuities, Financial Planning, Financial Services, Finance, Securities, Disability Insurance, Retirement.

Who are Daniel Lloyd's colleagues?

Daniel Lloyd's colleagues are Nicholas Pauc, Almi, Acs, Sharon Price, María Alonso, Margie Stefanski, Cathy Leinum, Isabel Gonzalez, Bill Klein.

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  • Daniel Lloyd

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