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Daniel Yancy Email & Phone Number

Wealth Advisor at TIAA
Location: Dallas-Fort Worth Metroplex, United States 12 work roles 2 schools
1 work email found @robinhood.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email d****@robinhood.com
LinkedIn Profile matched
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Current company
Role
Wealth Advisor
Location
Dallas-Fort Worth Metroplex, United States
Company size

Who is Daniel Yancy? Overview

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Quick answer

Daniel Yancy is listed as Wealth Advisor at TIAA, a with 13563 employees, based in Dallas-Fort Worth Metroplex, United States. AeroLeads shows a work email signal at robinhood.com and a matched LinkedIn profile for Daniel Yancy.

Daniel Yancy previously worked as Investment Counselor at Fisher Investments and Merrill Financial Solutions Advisor - Fort Worth & Surrounding Market at Bank Of America. Daniel Yancy holds Physics from United States Air Force Academy.

Company email context

Email format at TIAA

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{first}.{last}@robinhood.com
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Profile bio

About Daniel Yancy

Daniel Yancy is a Wealth Advisor at TIAA.

Current workplace

Daniel Yancy's current company

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TIAA
Tiaa
Wealth Advisor
Texas, United States
Website
Employees
13563
AeroLeads page
12 roles

Daniel Yancy work experience

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

Wealth Advisor

Texas, United States

Merrill Financial Solutions Advisor - Fort Worth & Surrounding Market

Charlotte, Nc, Us

May 2023 - Jun 2024

Wealth Relationship Advisor, ​Assistant Vice President​ Of ​Bank Advisors Field Management

New York, New York, Us

Jun 2022 - Apr 2023

Registered Customer Experience Representative At Robinhood

Menlo Park, California, Us

Jan 2022 - Jun 2022

Financial Advisor, Associate-Investments At J.P. Morgan Securities, Llc

Industry
Jan 2021 - Dec 2021

Personal Financial Representative At Allstate Financial Services, Llc

Northbrook, Il, Us

Aug 2020 - Nov 2020

Financial Advisor

Minneapolis, Mn, Us

• Obtained Series 7, Series 65, Series 63 and General Lines Insurance Licenses. • Sold life and disability insurance products, college funding plans, and retirement instruments.• Prepared financial plans and responded to customer questions about financial planning.• Prospected for new clients via marketing events, one on one meetings, phone calls, and referrals.• Ensured suitability of financial and insurance products to clients' needs and risk profiles.• Recommended portfolio reviews and modifications when needed.

Aug 2019 - Aug 2020

Business Development Manager

Fort Mill, South Carolina, Us

• Increase market share of Domtar Incontinence Products in the Hospital, Home Health, Nursing Home, Home Care Businesses, Internet Retailer, and Pharmacy sectors.• Train Reps to sell Domtar Products to Home Care Businesses. • Educate Home Care Businesses about Search Engine Marketing/Optimization for Domtar Products• Create contracts for the purchase of Domtar Incontinence Products for medical wholesalers/businesses• Actively pursue new sales opportunities and employ strong negotiating and contracting skills to sell targeted products and associated services via the hospital supply chain/Group Purchasing Organizations.

Feb 2014 - Dec 2018

Government Sales Manager

Edina, Mn, Us

• Assist in determining market strategies and goals for ARKRAY’s medical devices / glucometer product line. • Collaborate with colleagues in Sales, Marketing, Customer Service, and Operations to identify and address ongoing customer needs and opportunities. • Establish priority client target list within the Veterans Administration, Department of Defense, 340B/ Disproportionate Share Hospitals, Federally Qualified Health Centers, Indian Health Services, and government entities based on high volume to establish a presence in the Federal Market.• Contact key opinion leaders and touch points with the intention of brand awareness and establishing a presence in the Federal Market. • Implementation of Government Entity: The program will focus on four areas: identify needs and jointly develop the conversion process, support communication of formulary change, execute programs and services to drive formulary compliance, and adjust the plan as needed. • Provide value to the healthcare professional by providing clinical insight and demonstrating superior features and benefits of ARKRAY products.

Feb 2007 - Jan 2014

Owner

Founder / Managing MemberResponsible for profit & loss accountability for all facets of the operation. Developed and implemented strategic sales, marketing, and promotional campaigns for the sale and distribution of medical supplies, ensuring consistent growth and profitability. Recruited, interviewed, hired, trained, and managed bilingual technical support representatives. Built and cultivated strong relationships with physicians, hospital representatives, home health care agencies, retirement facilities, and the general public throughout Fort Worth and the Tarrant County area. Oversaw compliance with federal, state, local laws, and Medicare / Medicaid guidelines. • Cadet Medical Supply produced sales increases of 50% or more every 4 quarters.

Jan 2000 - Feb 2007
Team & coworkers

Colleagues at TIAA

Other employees you can reach at tiaa.org. View company contacts for 13563 employees →

2 education records

Daniel Yancy education

Physics

United States Air Force Academy

Master Of Science - Ms, Engineering/Industrial Management

East Texas A&M University
FAQ

Frequently asked questions about Daniel Yancy

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

What company does Daniel Yancy work for?

Daniel Yancy works for TIAA.

What is Daniel Yancy's role at TIAA?

Daniel Yancy is listed as Wealth Advisor at TIAA.

What is Daniel Yancy's email address?

AeroLeads has found 1 work email signal at @robinhood.com for Daniel Yancy at TIAA.

Where is Daniel Yancy based?

Daniel Yancy is based in Dallas-Fort Worth Metroplex, United States while working with TIAA.

What companies has Daniel Yancy worked for?

Daniel Yancy has worked for Tiaa, Fisher Investments, Bank Of America, Citi, and Robinhood.

Who are Daniel Yancy's colleagues at TIAA?

Daniel Yancy's colleagues at TIAA include Rohit Kumar, Mike Teich, Julius Benford, Abhishek Jain, and Gagan Warade.

How can I contact Daniel Yancy?

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

What schools did Daniel Yancy attend?

Daniel Yancy holds Physics from United States Air Force Academy.

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