Daniel Castillo, Cfp®
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Daniel Castillo, Cfp® Email & Phone Number

Private Wealth Analyst at Merrill Lynch at Merrill Lynch
Location: Waltham, Massachusetts, United States 3 work roles 1 school
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Role
Private Wealth Analyst at Merrill Lynch
Location
Waltham, Massachusetts, United States
Company size

Who is Daniel Castillo, Cfp®? Overview

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Quick answer

Daniel Castillo, Cfp® is listed as Private Wealth Analyst at Merrill Lynch at Merrill Lynch, a company with 45157 employees, based in Waltham, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Daniel Castillo, Cfp®.

Daniel Castillo, Cfp® previously worked as Private Wealth Analyst at Merrill Lynch and Transactional Control Analyst Co-op at Wellington Management. Daniel Castillo, Cfp® studied at Northeastern University.

Company email context

Email format at Merrill Lynch

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Merrill Lynch

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Profile bio

About Daniel Castillo, Cfp®

Daniel Castillo, Cfp® is a Private Wealth Analyst at Merrill Lynch at Merrill Lynch. They is proficient in Italian and English.

Current workplace

Daniel Castillo, Cfp®'s current company

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Merrill Lynch
Merrill Lynch
Private Wealth Analyst at Merrill Lynch
new york, new york, united states
Website
Employees
45157
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3 roles

Daniel Castillo, Cfp® work experience

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Private Wealth Analyst

Current

Boston, Massachusetts

Jul 2019 - Present
Team & coworkers

Colleagues at Merrill Lynch

Other employees you can reach at ml.com. View company contacts for 45157 employees →

1 education record

Daniel Castillo, Cfp® education

FAQ

Frequently asked questions about Daniel Castillo, Cfp®

Quick answers generated from the profile data available on this page.

What company does Daniel Castillo, Cfp® work for?

Daniel Castillo, Cfp® works for Merrill Lynch.

What is Daniel Castillo, Cfp®'s role at Merrill Lynch?

Daniel Castillo, Cfp® is listed as Private Wealth Analyst at Merrill Lynch at Merrill Lynch.

Where is Daniel Castillo, Cfp® based?

Daniel Castillo, Cfp® is based in Waltham, Massachusetts, United States while working with Merrill Lynch.

What companies has Daniel Castillo, Cfp® worked for?

Daniel Castillo, Cfp® has worked for Merrill Lynch, Wellington Management, and Standish Mellon Asset Management Company.

Who are Daniel Castillo, Cfp®'s colleagues at Merrill Lynch?

Daniel Castillo, Cfp®'s colleagues at Merrill Lynch include Peter Davidson, Bob Ziegler, William Beck, Evan Ackermann, and Rachel Balts.

How can I contact Daniel Castillo, Cfp®?

You can use AeroLeads to view verified contact signals for Daniel Castillo, Cfp® at Merrill Lynch, including work email, phone, and LinkedIn data when available.

What schools did Daniel Castillo, Cfp® attend?

Daniel Castillo, Cfp® studied at Northeastern University.

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