Director Of Business Development
Current
Jan 2019 - Present
AeroLeads people directory · profile
Daniel Lloyd Email & Phone Number
Director of Business Development
at
Catholic Financial Life
3 work emails found
@catholicfinanciallife.org
2 phones found area 414
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Director of Business Development
Location
Milwaukee, Wisconsin, United States
Company size
Who is Daniel Lloyd? Overview
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Quick answer
Daniel Lloyd is listed as Director of Business Development at Catholic Financial Life, a company with 199 employees, based in Milwaukee, Wisconsin, United States. AeroLeads shows a work email signal at catholicfinanciallife.org, phone signal with area code 414, and a matched LinkedIn profile for Daniel Lloyd.
Daniel Lloyd previously worked as Regional Manager at Catholic Financial Life and Advisor at Catholic Financial Life. Daniel Lloyd holds Bba, Accounting from University Of Wisconsin-Oshkosh.
Company email context
Email format at Catholic Financial Life
This section adds company-level context without repeating Daniel Lloyd's masked contact details.
{first_initial}{last}@catholicfinanciallife.org
85% confidence
AeroLeads found 3 current-domain work email signals for Daniel Lloyd. Compare company email patterns before reaching out.
Profile bio
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
Listed skills include Retirement Planning, Life Insurance, Insurance, Estate Planning, and 14 others.
Current workplace
Daniel Lloyd's current company
Company context helps verify the profile and gives searchers a useful next step.
Catholic Financial Life
6 roles · 16 years
Daniel Lloyd work experience
A career timeline built from the work history available for this profile.
Regional Manager
Catholic Financial Life
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.
Nov 2015 - Dec 2018
Advisor
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.
Nov 2010 - Oct 2015
Chief Operations Officer
Catholic Financial Life
2010 - 2011
~1 yr
Investment Advisor Representative
Current
Mwa Financial Services, Inc.
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.
Aug 2012 - Present
President And Ceo
Catholic Family Life Insurance
Jan 2001 - Apr 2010
Team & coworkers
Colleagues at Catholic Financial Life
Other employees you can reach at catholicfinanciallife.org. View company contacts for 199 employees →
AS
Andrew Serfas
Colleague at Catholic Financial LifeMilwaukee, Wisconsin, United States, United States
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JL
Jennifer Lizardi
Colleague at Catholic Financial LifeMilwaukee, Wisconsin, United States, United States
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DZ
Doreen Zuleger
Colleague at Catholic Financial LifeWest Bend, Wisconsin, United States, United States
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JL
Jacob Lavoy
Colleague at Catholic Financial LifeNecedah, Wisconsin, United States, United States
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SM
Sarah Moureau
Colleague at Catholic Financial LifeMilwaukee, Wisconsin, United States, United States
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DB
Daniel Bastarache
Colleague at Catholic Financial LifeBiddeford, Maine, United States, United States
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EW
Elizabeth Whitcomb
Colleague at Catholic Financial LifeGreater Milwaukee, United States
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EA
Eric Atkins
Colleague at Catholic Financial LifeGreater Milwaukee, United States
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ZK
Zoe Kastanias
Colleague at Catholic Financial LifeMenomonee Falls, Wisconsin, United States, United States
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AL
Al Lorge
Colleague at Catholic Financial LifeMilwaukee, Wisconsin, United States, United States
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Andrew Serfas
Colleague at Catholic Financial LifeMilwaukee, Wisconsin, United States, United States
View →
JL
Jennifer Lizardi
Colleague at Catholic Financial LifeMilwaukee, Wisconsin, United States, United States
View →
DZ
Doreen Zuleger
Colleague at Catholic Financial LifeWest Bend, Wisconsin, United States, United States
View →
JL
Jacob Lavoy
Colleague at Catholic Financial LifeNecedah, Wisconsin, United States, United States
View →
SM
Sarah Moureau
Colleague at Catholic Financial LifeMilwaukee, Wisconsin, United States, United States
View →
DB
Daniel Bastarache
Colleague at Catholic Financial LifeBiddeford, Maine, United States, United States
View →
EW
Elizabeth Whitcomb
Colleague at Catholic Financial LifeGreater Milwaukee, United States
View →
EA
Eric Atkins
Colleague at Catholic Financial LifeGreater Milwaukee, United States
View →
ZK
Zoe Kastanias
Colleague at Catholic Financial LifeMenomonee Falls, Wisconsin, United States, United States
View →
AL
Al Lorge
Colleague at Catholic Financial LifeMilwaukee, Wisconsin, United States, United States
View →
1 education record
Daniel Lloyd education
-
University Of Wisconsin-Oshkosh
FAQ
Frequently asked questions about Daniel Lloyd
Quick answers generated from the profile data available on this page.
What company does Daniel Lloyd work for?
Daniel Lloyd works for Catholic Financial Life.
What is Daniel Lloyd's role at Catholic Financial Life?
Daniel Lloyd is listed as Director of Business Development at Catholic Financial Life.
What is Daniel Lloyd's email address?
AeroLeads has found 3 work email signals at @catholicfinanciallife.org for Daniel Lloyd at Catholic Financial Life.
What is Daniel Lloyd's phone number?
AeroLeads has found 2 phone signal(s) with area code 414 for Daniel Lloyd at Catholic Financial Life.
Where is Daniel Lloyd based?
Daniel Lloyd is based in Milwaukee, Wisconsin, United States while working with Catholic Financial Life.
What companies has Daniel Lloyd worked for?
Daniel Lloyd has worked for Catholic Financial Life, Mwa Financial Services, Inc., and Catholic Family Life Insurance.
Who are Daniel Lloyd's colleagues at Catholic Financial Life?
Daniel Lloyd's colleagues at Catholic Financial Life include Andrew Serfas, Jennifer Lizardi, Doreen Zuleger, Jacob Lavoy, and Sarah Moureau.
How can I contact Daniel Lloyd?
You can use AeroLeads to view verified contact signals for Daniel Lloyd at Catholic Financial Life, including work email, phone, and LinkedIn data when available.
What schools did Daniel Lloyd attend?
Daniel Lloyd holds Bba, Accounting from University Of Wisconsin-Oshkosh.
What skills is Daniel Lloyd known for?
Daniel Lloyd is listed with skills including Retirement Planning, Life Insurance, Insurance, Estate Planning, Asset Allocation, Fixed Annuities, Financial Planning, and Financial Services.
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