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Daniel Brooks Email & Phone Number

CSA at RFG Advisory

Location: Houston, Texas, United States 4 work roles 2 schools

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✓ Verified July 2026 3 data sources Profile completeness 86%

Current company

RFG Advisory

Role

CSA

Location

Houston, Texas, United States

Company size

49 employees

Who is Daniel Brooks? Overview

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Quick answer

Daniel Brooks is listed as CSA at RFG Advisory, a with 49 employees, based in Houston, Texas, United States. AeroLeads shows a matched LinkedIn profile for Daniel Brooks.

Daniel Brooks previously worked as Client Service Professional at Schechter and Business Operations Associate at Mariner Wealth Advisors. Daniel Brooks holds Hs Diploma from Catholic Memorial School.

Company email context

Email format at RFG Advisory

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RFG Advisory

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Profile bio

About Daniel Brooks

A financial professional with 5+ years experience in Retail banking and investment banking operations.

Current workplace

Daniel Brooks's current company

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Rfg Advisory

CSA

Houston, TX, US

Website

schechterwealth.com

Employees

49

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Company profile

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4 roles

Daniel Brooks work experience

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

Csa

Rfg Advisory

Houston, Tx, Us

Client Service Professional

Schechter

Business Operations Associate

Mariner Wealth Advisors

Led day-to-day operational processes related to account management, transactions, and reporting.• Managed and processed all money movement and account transfers for clients through Fidelityinvestment and Charles Schwab platforms.• Collaborated with financial advisors and cross-functional teams to deliver a coordinated andefficient approach to client service.• Successfully managed the onboarding process for new clients, ensuring compliance withregulatory requirements and delivering exceptional client service.• Efficiently managed a high volume of 500+ a day of client and advisor emails, ensuring promptresponses and resolution of inquiries.• Maintain client investment accounts. IRA, Individual, Trust accounts and business accounts.

Nov 2022 - Apr 2024

Operation Invesment Analyst

First Republic Bank

Boston, Massachusetts, United States

• Served as a key point of contact to new clients and wealth management teams.• Drove end to end client onboarding processing by submitting new investment accounts andreviewing new account paperwork.• Opened and maintained Trust accounts, Retirement accounts, Business Investment accounts,and Custody accounts.•Validated and ensured that investment accounts were opened and funded within investmentguidelines and regulations.• Researched and responded to daily operational and wealth management related inquiries.

Jul 2020 - Aug 2022

Team & coworkers

Colleagues at RFG Advisory

Other employees you can reach at schechterwealth.com. View company contacts for 49 employees →

PA

Phillip Adsit, Cfa Colleague at Rfg AdvisoryRichmond, Virginia, United States View → AB

Alex Belinsky Colleague at Rfg AdvisoryRoyal Oak, Michigan, United States View → CS

Colin Steinberg Colleague at Rfg AdvisoryBirmingham, Michigan, United States View → KO

Kylie Ortiz Colleague at Rfg AdvisoryDetroit Metropolitan Area, United States View → MM

Melis Mandal Colleague at Rfg AdvisoryUtica, Michigan, United States View → BD

Brekelle Ditomaso Colleague at Rfg AdvisoryDetroit Metropolitan Area, United States View → KG

Kevin Giganti Colleague at Rfg AdvisoryTroy, Michigan, United States View → JO

Joseph Opiela, Cfa Colleague at Rfg AdvisoryDetroit Metropolitan Area, United States View → CJ

Clune J Walsh, Iii Colleague at Rfg AdvisoryDetroit Metropolitan Area, United States View → VW

Victoria Wilson Colleague at Rfg AdvisoryMarina Del Rey, California, United States View →

2 education records

Daniel Brooks education

Hs Diploma

Catholic Memorial School

Finance

Saint Joseph College Of Maine

FAQ

Frequently asked questions about Daniel Brooks

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

What company does Daniel Brooks work for?

Daniel Brooks works for RFG Advisory.

What is Daniel Brooks's role at RFG Advisory?

Daniel Brooks is listed as CSA at RFG Advisory.

Where is Daniel Brooks based?

Daniel Brooks is based in Houston, Texas, United States while working with RFG Advisory.

What companies has Daniel Brooks worked for?

Daniel Brooks has worked for Rfg Advisory, Schechter, Mariner Wealth Advisors, and First Republic Bank.

Who are Daniel Brooks's colleagues at RFG Advisory?

Daniel Brooks's colleagues at RFG Advisory include Phillip Adsit, Cfa, Alex Belinsky, Colin Steinberg, Kylie Ortiz, and Melis Mandal.

How can I contact Daniel Brooks?

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

What schools did Daniel Brooks attend?

Daniel Brooks holds Hs Diploma from Catholic Memorial School.

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