Merrill Financial Solutions Advisor
Current
May 2024 - Present
AeroLeads people directory · profile
Daniel Milo Email & Phone Number
Merrill Financial Solutions Advisor
at
Merrill Lynch
1 work email found
@wellsfargo.com
2 phones found area 407
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Current company
Role
Merrill Financial Solutions Advisor
Location
Orlando, Florida, United States
Who is Daniel Milo? Overview
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Quick answer
Daniel Milo is listed as Merrill Financial Solutions Advisor at Merrill Lynch, based in Orlando, Florida, United States. AeroLeads shows a work email signal at wellsfargo.com, phone signal with area code 407, and a matched LinkedIn profile for Daniel Milo.
Daniel Milo previously worked as Senior Premier Banker at Wells Fargo and Premier Banker at Wells Fargo. Daniel Milo holds Juris Doctor, Law from Famu College Of Law.
Company email context
Email format at Merrill Lynch
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{first}.{last}@wellsfargo.com
86% confidence
AeroLeads found 1 current-domain work email signal for Daniel Milo. Compare company email patterns before reaching out.
Profile bio
About Daniel Milo
Focused on helping clients define and achieve their financial goals while delivering world class service.
Current workplace
Daniel Milo's current company
Company context helps verify the profile and gives searchers a useful next step.
9 roles
Daniel Milo work experience
A career timeline built from the work history available for this profile.
Senior Premier Banker
- Helped affluent clients define and achieve their financial goals.- Managed a book of business.- Engaged in proactive outreach.
Aug 2023 - May 2024
Premier Banker
- Helped affluent clients define and achieve their financial goals.- Managed a book of business.- Engaged in proactive outreach.
Apr 2022 - Aug 2023
Personal Banker
- Assisted clients with defining and obtaining their financial goals.- Provided financial counsel to individuals and businesses.- Educated clients on the features and benefits of relevant bank products, such as mortgages, lines of credit, and other loans.
Jun 2021 - Apr 2022
Coordinator, Guest Support Services
- Supervisor for escalations at the Universal Orlando Resort Call Center, with authority to offer compensation for issues arising from Hotel stays, Vacation Packages, and Annual Passes.- Awarded 2020 "Guest Support Services Team Member of the Year" for performance during COVID-19 crisis.- Led sales counselors by offering guidance and support to solve a.
Oct 2018 - Mar 2021
Supervisor, Entrance Operations
- Managed a department of over 300 Guest Service Coordinators, Vacation Planners, Turnstile Attendants, and Transit Operation Attendants.- Sales management specialty, with my top priorities being incremental revenue generation, Team Member development, and Team Member job satisfaction.- Spearheaded the creation of an incentive program that aligned Volcano.
Mar 2018 - Oct 2018
Team Captain, Pass Sales
- Spearheaded a significant increase in sales of Cabanas and Premium Seating through conception of a “Rent Cabanas and Premium Seating Here” advertisement at the park entrance, creation of a Cabana/Premium Seating visual sales tool, and creation of a Cabana Sales Greeter position.- Achieved “Top Talent” on performance review.- Honored with “BRAVO! Award”.
Feb 2017 - Mar 2018
Sales Coach, Pass Sales
Sep 2017 - Nov 2017
Research Assistant
- Research Assistant to Dr. Karol Lucken, co-author of widely used textbook “American Penology: A History of Control”.- Collected and managed data on domestic violence victims by analyzing case summaries at the Orange County Courthouse. The data was used in a published study.
Aug 2011 - Dec 2011
Team & coworkers
Colleagues at Merrill Lynch
Other employees you can reach at ml.com. View company contacts →
CP
Christine Papadopoulos
Colleague at Merrill LynchWashington DC-Baltimore Area, United States, United States
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BW
Barbara Wagner
Colleague at Merrill LynchUnited States, United States
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BR
Brigita Rumpeters, Cpfa®, Crpc™
Colleague at Merrill LynchWestfield, New Jersey, United States, United States
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GG
Gisette Greene
Colleague at Merrill LynchGreater Montgomery Area, United States
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SS
Sara Southards
Colleague at Merrill LynchUnited States, United States
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EC
Ethan Courtad, Cfp®
Colleague at Merrill LynchAkron, Ohio, United States, United States
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DL
Drew Littwin
Colleague at Merrill LynchLos Angeles, California, United States, United States
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NS
Nicholas Simmons, Cima®, Cepa®, Cpfa™
Colleague at Merrill LynchMiami, Florida, United States, United States
View →
CM
Chanille Mckinney
Colleague at Merrill LynchFort Lauderdale, Florida, United States, United States
View →
GT
Gil Tendler
Colleague at Merrill LynchMiami, Florida, United States, United States
View →
Christine Papadopoulos
Colleague at Merrill LynchWashington DC-Baltimore Area, United States, United States
View →
BW
Barbara Wagner
Colleague at Merrill LynchUnited States, United States
View →
BR
Brigita Rumpeters, Cpfa®, Crpc™
Colleague at Merrill LynchWestfield, New Jersey, United States, United States
View →
GG
Gisette Greene
Colleague at Merrill LynchGreater Montgomery Area, United States
View →
SS
Sara Southards
Colleague at Merrill LynchUnited States, United States
View →
EC
Ethan Courtad, Cfp®
Colleague at Merrill LynchAkron, Ohio, United States, United States
View →
DL
Drew Littwin
Colleague at Merrill LynchLos Angeles, California, United States, United States
View →
NS
Nicholas Simmons, Cima®, Cepa®, Cpfa™
Colleague at Merrill LynchMiami, Florida, United States, United States
View →
CM
Chanille Mckinney
Colleague at Merrill LynchFort Lauderdale, Florida, United States, United States
View →
GT
Gil Tendler
Colleague at Merrill LynchMiami, Florida, United States, United States
View →
2 education records
Daniel Milo education
Juris Doctor, Law
Famu College Of Law
Bachelor Of Arts, Criminal Justice
University Of Central Florida
FAQ
Frequently asked questions about Daniel Milo
Quick answers generated from the profile data available on this page.
What company does Daniel Milo work for?
Daniel Milo works for Merrill Lynch.
What is Daniel Milo's role at Merrill Lynch?
Daniel Milo is listed as Merrill Financial Solutions Advisor at Merrill Lynch.
What is Daniel Milo's email address?
AeroLeads has found 1 work email signal at @wellsfargo.com for Daniel Milo at Merrill Lynch.
What is Daniel Milo's phone number?
AeroLeads has found 2 phone signal(s) with area code 407 for Daniel Milo at Merrill Lynch.
Where is Daniel Milo based?
Daniel Milo is based in Orlando, Florida, United States while working with Merrill Lynch.
What companies has Daniel Milo worked for?
Daniel Milo has worked for Merrill Lynch, Wells Fargo, Universal Orlando Resort, and University Of Central Florida.
Who are Daniel Milo's colleagues at Merrill Lynch?
Daniel Milo's colleagues at Merrill Lynch include Christine Papadopoulos, Barbara Wagner, Brigita Rumpeters, Cpfa®, Crpc™, Gisette Greene, and Sara Southards.
How can I contact Daniel Milo?
You can use AeroLeads to view verified contact signals for Daniel Milo at Merrill Lynch, including work email, phone, and LinkedIn data when available.
What schools did Daniel Milo attend?
Daniel Milo holds Juris Doctor, Law from Famu College Of Law.
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