Daniel Olvera
AeroLeads people directory · profile

Daniel Olvera Email & Phone Number

Investment Specialist at Merrill | Year Up Trained | at Merrill Edge
Location: Greater Chicago Area, United States, United States 4 work roles 2 schools
1 work email found @culvers.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email d****@culvers.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Merrill Edge
Role
Investment Specialist at Merrill | Year Up Trained |
Location
Greater Chicago Area, United States, United States
Company size
2267 employees

Who is Daniel Olvera? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Daniel Olvera is listed as Investment Specialist at Merrill | Year Up Trained | at Merrill Edge, a company with 2267 employees, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at culvers.com and a matched LinkedIn profile for Daniel Olvera.

Daniel Olvera previously worked as Investment Specialist at Merrill Edge and Life Services Specialist at Merrill Edge. Daniel Olvera holds Consumer Banking And Financial Services Trainee from Year Up.

Company email context

Email format at Merrill Edge

This section adds company-level context without repeating Daniel Olvera's masked contact details.

{first}{last}@culvers.com
86% confidence

AeroLeads found 1 current-domain work email signal for Daniel Olvera. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Daniel Olvera

I’ve always had a burning passion for personal finance. As a kid, I would save change from shopping trips to save for myself or my family. As I got older, I became more devoted to earning, saving, and investing. At the age of 16, I began working in customer service-oriented jobs, and since then, took control of my financial future. My fiery passion for personal finance comes from my challenging upbringing and my family's difficult financial hardships. Yet, I never allowed these obstacles to block me from growth. I find powerful satisfaction in helping others, especially when helping others with earning, saving, and investing. I aspire to one day work as a Certified Financial Planner assisting first-generation financially secured individuals in furthering their financial future.People know me for:Ability to lead othersBeing a people-personBringing positive energy into the workplaceStrong organizational & time management skillsExceptional work ethicHelpfulness

Listed skills include Communication, Team Management, Time Management, Customer Service, and 2 others.

Current workplace

Daniel Olvera's current company

Company context helps verify the profile and gives searchers a useful next step.

Merrill Edge
Merrill Edge
Investment Specialist at Merrill | Year Up Trained |
Website
merrilledge.com
Employees
2267
AeroLeads page
Company profile
View company profile Email format
4 roles

Daniel Olvera work experience

A career timeline built from the work history available for this profile.

Investment Specialist

Current
Merrill Edge

Rolling Meadows, Illinois, United States

Jan 2024 - Present

Life Services Specialist

Merrill Edge

Rolling Meadows, Illinois, United States

  • Coordinated the deceased wealth transition of high net-worth households involving document processing while adhering to federal & local regulations.
  • Chosen to participate in a highly specialized team tasked with conducting proactive outreach to ensure seamless wealth transition
  • Selected for Spring 2023 Emerging Talent Program (ETP) where we identified and developed a strategy to increase utilization for client experience driven digitial platform.
Aug 2022 - Dec 2023

Financial Services Representative

Merrill Edge

Rolling Meadows, Illinois, United States

  • Provide world-class customer experience to 20+ customer service requests per day, giving detailed, personalized, polite service to ensure customer satisfaction.
  • Consistency exceeded referral metrics through deepening month over month with an average of 130% over goal.
  • Contributed to 15+ new accounts openings and assisted in the consolidation of outside assets totaling a million dollars during internship
Feb 2022 - Aug 2022
Team & coworkers

Colleagues at Merrill Edge

Other employees you can reach at merrilledge.com. View company contacts for 2267 employees →

SB Shad Bride Shad Bride Colleague at Merrill Edge Greater Phoenix Area, United States View → CC Chris Calabria Chris Calabria Colleague at Merrill Edge Charlotte, North Carolina, United States, United States View → GF Greg F. Greg F. Colleague at Merrill Edge Towson, Maryland, United States, United States View → JC Julie Cook Julie Cook Colleague at Merrill Edge Chandler, Arizona, United States, United States View → SB Shawn Billiot Aams®, Crpc® Shawn Billiot Aams®, Crpc® Colleague at Merrill Edge Metro Jacksonville, United States View → AZ Alex Zehner Alex Zehner Colleague at Merrill Edge Greater Phoenix Area, United States View → JD Joshua Dinkels Joshua Dinkels Colleague at Merrill Edge Jacksonville, Florida, United States, United States View → FT Felipe Tagaban Felipe Tagaban Colleague at Merrill Edge Greater Phoenix Area, United States View → DS Doug Shaw Doug Shaw Colleague at Merrill Edge Greater Seattle Area, United States View → TR Timantha Raggins Timantha Raggins Colleague at Merrill Edge Jacksonville, Florida, United States, United States View →
2 education records

Daniel Olvera education

Consumer Banking And Financial Services Trainee

Year Up

Associate Of Arts - Aa, Business, A 3.6 Gpa On A 4.0 Gpa Scale

Harper College

Activities and Societies: Phi Theta Kappa Honor Society member | One Million Degrees Scholar | Mentor for Transition Autism Program |.

FAQ

Frequently asked questions about Daniel Olvera

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

What company does Daniel Olvera work for?

Daniel Olvera works for Merrill Edge.

What is Daniel Olvera's role at Merrill Edge?

Daniel Olvera is listed as Investment Specialist at Merrill | Year Up Trained | at Merrill Edge.

What is Daniel Olvera's email address?

AeroLeads has found 1 work email signal at @culvers.com for Daniel Olvera at Merrill Edge.

Where is Daniel Olvera based?

Daniel Olvera is based in Greater Chicago Area, United States, United States while working with Merrill Edge.

What companies has Daniel Olvera worked for?

Daniel Olvera has worked for Merrill Edge and Culver'S Restaurants.

Who are Daniel Olvera's colleagues at Merrill Edge?

Daniel Olvera's colleagues at Merrill Edge include Shad Bride, Chris Calabria, Greg F., Julie Cook, and Shawn Billiot Aams®, Crpc®.

How can I contact Daniel Olvera?

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

What schools did Daniel Olvera attend?

Daniel Olvera holds Consumer Banking And Financial Services Trainee from Year Up.

What skills is Daniel Olvera known for?

Daniel Olvera is listed with skills including Communication, Team Management, Time Management, Customer Service, Great Personality, and Food Service Operations.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Daniel Olvera you were looking for.

View similar profiles