Daniel Alton

Daniel Alton Email and Phone Number

Financial Advisor @ TD
New York, NY, US
Daniel Alton's Location
New York City Metropolitan Area, United States, United States
Daniel Alton's Contact Details

Daniel Alton personal email

n/a
About Daniel Alton

Experienced Financial Professional with a demonstrated history of working in the financial services industry. Skilled in Customer Relationship Management, Business Development, and Financial Planning.

Daniel Alton's Current Company Details
TD

Td

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Financial Advisor
New York, NY, US
Website:
fidelity.com
Employees:
1
Company email:
Johrenk7@gmail.com
Daniel Alton Work Experience Details
  • Td
    Financial Advisor
    Td
    New York, Ny, Us
    View
  • Fidelity Investments
    Wealth Management Planning Consultant
    Fidelity Investments Jan 2024 - Present
    Boston, Ma, Us
    View
  • Fidelity Investments
    Planning Consultant
    Fidelity Investments Mar 2022 - Jan 2024
    Boston, Ma, Us
    View
  • Fidelity Investments
    Relationship Manager
    Fidelity Investments Aug 2020 - Mar 2022
    Boston, Ma, Us
    View
  • Axa Advisors, Llc
    Financial Consultant
    Axa Advisors, Llc Jun 2019 - Jun 2020
    New York, Ny, Us
    - Build and maintain a client base, keeping client plans up to date and acquire new clients on an ongoing basis- Provide sales and service support for both prospects and current clients- Partner with team members to accomplish a common goal of providing exceptional service- Draft presentations for and participate in sales meetings with prospective clients based on their financial goals- Experience using software such as eMoney, Asset-Map, and Salesforce- Onboard new clients by coordinating account setup with investment, legal and operational contacts- Help identify possible leads through client interactions and research- Attend daily meetings to stay informed on industry sectors such as equity, fixed income, and insurance
    View
  • Joseph Gunnar & Co., Llc
    Equity Capital Markets Summer Analyst
    Joseph Gunnar & Co., Llc May 2018 - Aug 2018
    - Investment research; Portfolio review; Market analysis- Operated with Bloomberg Portal- Assisted in equity, mutual fund, and bond research under Senior Managing Director- Engaged in company meetings where IPO’s pitch their company to the Equity Syndicate Team- Analyzed private companies and deducted their valuation based on comp analyses to report to Senior MD- Composed Barron’s recaps and Stan Weinstein Report reviews for brokers to help with decision making

Daniel Alton Education Details

  • Suny Oneonta
    Suny Oneonta
    Business/Managerial Economics

Frequently Asked Questions about Daniel Alton

What company does Daniel Alton work for?

Daniel Alton works for Td

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

Daniel Alton's current role is Financial Advisor.

What is Daniel Alton's email address?

Daniel Alton's email address is da****@****fmr.com

What schools did Daniel Alton attend?

Daniel Alton attended Suny Oneonta.

Who are Daniel Alton's colleagues?

Daniel Alton's colleagues are Kerri Mccord, Michael Melody, Christopher Ingram, Somaiah Suhas, Paul Laskey, Dr. Robin John Quest, Chase Wagner.

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