Daniel Wheeler
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Daniel Wheeler Email & Phone Number

Investment Advisor Representative at LoneStar Wealth Management
Location: Wilson, Texas, United States 3 work roles 2 schools
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Current company
LoneStar Wealth Management
Role
Investment Advisor Representative
Location
Wilson, Texas, United States
Company size
88 employees

Who is Daniel Wheeler? Overview

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Quick answer

Daniel Wheeler is listed as Investment Advisor Representative at LoneStar Wealth Management, a company with 88 employees, based in Wilson, Texas, United States. AeroLeads shows a matched LinkedIn profile for Daniel Wheeler.

Daniel Wheeler previously worked as Assurance Staff at Jrbt and Summer Intern at Lonestar Wealth Management. Daniel Wheeler holds Bachelor Of Business Administration - Bba, Finance And Financial Management Services, 3.56 from Abilene Christian University.

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Email format at LoneStar Wealth Management

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LoneStar Wealth Management

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Profile bio

About Daniel Wheeler

Assurance staff auditor at JRBT. I am adaptable and quickly learn on the go. I value being ethical in the workplace and respecting those around me. Experience with financial institutions, controls testing, benefit plans, reconciliations, and client relations.

Current workplace

Daniel Wheeler's current company

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LoneStar Wealth Management
Lonestar Wealth Management
Investment Advisor Representative
Wilson, TX, US
Website
jrbt.com
Employees
88
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3 roles

Daniel Wheeler work experience

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Assurance Staff

Current
Jrbt

Waco, Texas, United States

Jan 2024 - Present
Team & coworkers

Colleagues at LoneStar Wealth Management

Other employees you can reach at jrbt.com. View company contacts for 88 employees →

TL Tracy Lightfoot Tracy Lightfoot Colleague at Lonestar Wealth Management Waco, Texas, United States, United States View → PM Paula Moerbe Paula Moerbe Colleague at Lonestar Wealth Management Waco, Texas, United States, United States View → MA Mayrela Aguilar Mayrela Aguilar Colleague at Lonestar Wealth Management Waco Area, United States View → JK Jeremy King Jeremy King Colleague at Lonestar Wealth Management Waco, Texas, United States, United States View → JS Jayda Stinnett Jayda Stinnett Colleague at Lonestar Wealth Management Waco, Texas, United States, United States View → TC Todd Clemmer Todd Clemmer Colleague at Lonestar Wealth Management Waco, Texas, United States, United States View → JY Jamey Yadon Jamey Yadon Colleague at Lonestar Wealth Management Waco, Texas, United States, United States View → EP Elizabeth Pristash Elizabeth Pristash Colleague at Lonestar Wealth Management Waco, Texas, United States, United States View → LM Logan Mccowan Logan Mccowan Colleague at Lonestar Wealth Management Waco, Texas, United States, United States View → AF Anna Futral Anna Futral Colleague at Lonestar Wealth Management Waco, Texas, United States, United States View →
2 education records

Daniel Wheeler education

Bachelor Of Business Administration - Bba, Finance And Financial Management Services, 3.56

Abilene Christian University

Activities and Societies: Track and field participant in the decathlon.

High School Diploma

Trinity Christian High School

Activities and Societies: Track and field, Football, FCA.

FAQ

Frequently asked questions about Daniel Wheeler

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

What company does Daniel Wheeler work for?

Daniel Wheeler works for LoneStar Wealth Management.

What is Daniel Wheeler's role at LoneStar Wealth Management?

Daniel Wheeler is listed as Investment Advisor Representative at LoneStar Wealth Management.

Where is Daniel Wheeler based?

Daniel Wheeler is based in Wilson, Texas, United States while working with LoneStar Wealth Management.

What companies has Daniel Wheeler worked for?

Daniel Wheeler has worked for Lonestar Wealth Management and Jrbt.

Who are Daniel Wheeler's colleagues at LoneStar Wealth Management?

Daniel Wheeler's colleagues at LoneStar Wealth Management include Tracy Lightfoot, Paula Moerbe, Mayrela Aguilar, Jeremy King, and Jayda Stinnett.

How can I contact Daniel Wheeler?

You can use AeroLeads to view verified contact signals for Daniel Wheeler at LoneStar Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Daniel Wheeler attend?

Daniel Wheeler holds Bachelor Of Business Administration - Bba, Finance And Financial Management Services, 3.56 from Abilene Christian University.

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