Daniel Oakes

Daniel Oakes Email and Phone Number

Senior Mortgage Planner at OnTo Mortgage NMLS 2045356 @ OnTo Mortgage
North Kingstown, RI, US
Daniel Oakes's Location
North Kingstown, Rhode Island, United States, United States
Daniel Oakes's Contact Details
About Daniel Oakes

NMLS: 2045356 OnTo Mortgage NMLS# 12007Licensed in MA, RI, CT, NH, & FL.

Daniel Oakes's Current Company Details
OnTo Mortgage

Onto Mortgage

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Senior Mortgage Planner at OnTo Mortgage NMLS 2045356
North Kingstown, RI, US
Website:
ontomortgage.com
Employees:
11
Daniel Oakes Work Experience Details
  • Onto Mortgage
    Onto Mortgage
    North Kingstown, Ri, Us
    View
  • Onto Mortgage
    Senior Mortgage Planner At Onto Mortgage
    Onto Mortgage Mar 2023 - Present
    Milford, Ma, Us
    View
  • Freedom Pool & Spa, Llc
    Operations Manager
    Freedom Pool & Spa, Llc May 2006 - Present
    North Haven, Connecticut, Us
    Since 1995, Freedom Pool & Spa, LLC has been recognized as a leader in service and restoration projects across Southern Connecticut. From weekly service to total rehab and renovation, we are confident we will fulfill all of your pool and patio needs. Whether you’re looking to maintain your current pool and spa or renovate your existing space, we are happy to help you achieve the results you seek. Contact us today to receive a free estimate and consultation.
    View
  • Guaranteed Rate
    Vice President Of Mortgage Lending
    Guaranteed Rate Nov 2020 - Mar 2023
    Chicago, Il, Us
    Guaranteed Rate, Inc. NMLS 2611 3940 N. Ravenswood Ave., Chicago, IL 60613 NMLS ID: 2611 • (866) 934-7283 • rate.com Equal Housing Lender www.rate.com/Privacy
    View
  • Factset
    Digital Wealth Management Consultant
    Factset Jul 2018 - Nov 2020
    Norwalk, Connecticut, Us
    View
  • Merrill Lynch
    Digital Wealth Management
    Merrill Lynch Jul 2018 - Nov 2020
    New York, Ny, Us
    View
  • Wellesley Asset Management, Inc.
    Vice President, Institutional Sales
    Wellesley Asset Management, Inc. Mar 2018 - Jun 2018
  • John Hancock Investments
    Associate Director, Institutional Sales
    John Hancock Investments Feb 2014 - Mar 2018
    Boston, Massachusetts, Us
    Represented John Hancock Investments' Mutual Fund and ETF Platform; covering RIAs, Family Offices, and Consultants in the Western US.
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  • Fidelity Investments
    Financial Representative
    Fidelity Investments Jun 2013 - Jan 2014
    Boston, Ma, Us
    View

Daniel Oakes Skills

Series 7 Series 63 Series 66 Market Research Financial Services Wealth Management

Daniel Oakes Education Details

  • Stonehill College
    Stonehill College
    Business Administration; Management
  • North Haven High School
    North Haven High School

Frequently Asked Questions about Daniel Oakes

What company does Daniel Oakes work for?

Daniel Oakes works for Onto Mortgage

What is Daniel Oakes's role at the current company?

Daniel Oakes's current role is Senior Mortgage Planner at OnTo Mortgage NMLS 2045356.

What is Daniel Oakes's email address?

Daniel Oakes's email address is do****@****set.com

What schools did Daniel Oakes attend?

Daniel Oakes attended Stonehill College, North Haven High School.

What skills is Daniel Oakes known for?

Daniel Oakes has skills like Series 7, Series 63, Series 66, Market Research, Financial Services, Wealth Management.

Who are Daniel Oakes's colleagues?

Daniel Oakes's colleagues are Vicma Lamarche, David Guerriero, Zach Friedman, Kelsey Kerin, Heidi Rogers.

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