Associate Advisor
Current
Phillips And Company
Apr 2014 - Present
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Daniel Colwill Email & Phone Number
Associate Advisor at Phillips and Company
at
Phillips and Company
1 work email found
@phillipsandco.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Phillips and Company
Role
Associate Advisor at Phillips and Company
Location
Beaverton, Oregon, United States
Who is Daniel Colwill? Overview
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Quick answer
Daniel Colwill is listed as Associate Advisor at Phillips and Company at Phillips and Company, based in Beaverton, Oregon, United States. AeroLeads shows a work email signal at phillipsandco.com and a matched LinkedIn profile for Daniel Colwill.
Daniel Colwill previously worked as Associate Advisor at Phillips And Company and Financial Consultant at E*Trade Financial. Daniel Colwill studied at University Of Colorado Boulder.
Company email context
Email format at Phillips and Company
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{first_initial}{last}@phillipsandco.com
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AeroLeads found 1 current-domain work email signal for Daniel Colwill. Compare company email patterns before reaching out.
Profile bio
About Daniel Colwill
Daniel Colwill is a Associate Advisor at Phillips and Company at Phillips and Company. He possess expertise in portfolio management, excellent written and verbal communication skills, organized and detail oriented, management, investments and 9 more skills. He is proficient in German.
Listed skills include Portfolio Management, Excellent Written And Verbal Communication Skills, Organized And Detail Oriented, Management, and 10 others.
Current workplace
Daniel Colwill's current company
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Phillips And Company
3 roles · 19 years
Daniel Colwill work experience
A career timeline built from the work history available for this profile.
Financial Consultant
Consistent top performer in branch in sales and client retentionManaged over $250 million in assets among 450 separate client householdsResponsible for recommending, marketing and presenting various investment vehicles based on comprehensive suitability review and portfolio analysisAveraged client retention of above 98% while also prospecting new clients, with an average net inflow of over $8 million in new assets each quarter
2008 - 2012
~4 yrs
Registered Sales Associate
Smith Barney
Supported several financial consultants as well as the branch manager in directly dealing with client needs in person or over the phoneHelped prepare sales materials for client proposals, place unsolicited trade orders, and assist clients in reviewing account and portfolio information as well as other core administrative dutiesCreated and oversaw a complex tracking and analysis system for Advisor driven in-house portfolio management as well as a heavily active syndicate business.
Jan 2001 - Dec 2007
2 education records
Daniel Colwill education
Education record
International Baccalaureate, Mathematics And Physics
International School Of Dusseldorf, Germany
FAQ
Frequently asked questions about Daniel Colwill
Quick answers generated from the profile data available on this page.
What company does Daniel Colwill work for?
Daniel Colwill works for Phillips and Company.
What is Daniel Colwill's role at Phillips and Company?
Daniel Colwill is listed as Associate Advisor at Phillips and Company at Phillips and Company.
What is Daniel Colwill's email address?
AeroLeads has found 1 work email signal at @phillipsandco.com for Daniel Colwill at Phillips and Company.
Where is Daniel Colwill based?
Daniel Colwill is based in Beaverton, Oregon, United States while working with Phillips and Company.
What companies has Daniel Colwill worked for?
Daniel Colwill has worked for Phillips And Company, E*Trade Financial, and Smith Barney.
How can I contact Daniel Colwill?
You can use AeroLeads to view verified contact signals for Daniel Colwill at Phillips and Company, including work email, phone, and LinkedIn data when available.
What schools did Daniel Colwill attend?
Daniel Colwill studied at University Of Colorado Boulder.
What skills is Daniel Colwill known for?
Daniel Colwill is listed with skills including Portfolio Management, Excellent Written And Verbal Communication Skills, Organized And Detail Oriented, Management, Investments, Marketing, Consulting, and Finance.
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