AeroLeads people directory · profile
Daniel Oakes Email & Phone Number
Senior Mortgage Planner at OnTo Mortgage NMLS 2045356
at
OnTo Mortgage
1 work email found
@factset.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Mortgage Planner at OnTo Mortgage NMLS 2045356
Location
North Kingstown, Rhode Island, United States
Company size
Who is Daniel Oakes? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Daniel Oakes is listed as Senior Mortgage Planner at OnTo Mortgage NMLS 2045356 at OnTo Mortgage, a with 11 employees, based in North Kingstown, Rhode Island, United States. AeroLeads shows a work email signal at factset.com and a matched LinkedIn profile for Daniel Oakes.
Daniel Oakes previously worked as Senior Mortgage Planner at OnTo Mortgage at Onto Mortgage and Operations Manager at Freedom Pool & Spa, Llc. Daniel Oakes holds Bachelor Of Science, Business Administration; Management from Stonehill College.
Company email context
Email format at OnTo Mortgage
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{first_initial}{last}@factset.com
86% confidence
AeroLeads found 1 current-domain work email signal for Daniel Oakes. Compare company email patterns before reaching out.
Profile bio
About Daniel Oakes
NMLS: 2045356 OnTo Mortgage NMLS# 12007Licensed in MA, RI, CT, NH, & FL.
Listed skills include Series 7, Series 63, Series 66, Market Research, and 2 others.
Current workplace
Daniel Oakes's current company
Company context helps verify the profile and gives searchers a useful next step.
Onto Mortgage
9 roles
Daniel Oakes work experience
A career timeline built from the work history available for this profile.
Senior Mortgage Planner At Onto Mortgage
Current
Mar 2023 - Present
Operations Manager
CurrentSince 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.
May 2006 - Present
Vice President Of Mortgage Lending
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
Nov 2020 - Mar 2023
Digital Wealth Management Consultant
Jul 2018 - Nov 2020
Digital Wealth Management
Jul 2018 - Nov 2020
Vice President, Institutional Sales
Wellesley Asset Management, Inc.
Mar 2018 - Jun 2018
Associate Director, Institutional Sales
Represented John Hancock Investments' Mutual Fund and ETF Platform; covering RIAs, Family Offices, and Consultants in the Western US.
Feb 2014 - Mar 2018
Financial Representative
Jun 2013 - Jan 2014
Team & coworkers
Colleagues at OnTo Mortgage
Other employees you can reach at ontomortgage.com. View company contacts for 11 employees →
HR
Heidi Rogers
Colleague at Onto MortgageFramingham, Massachusetts, United States
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ZF
Zach Friedman
Colleague at Onto MortgageDenver, Colorado, United States
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VL
Vicma Lamarche
Colleague at Onto MortgageBoston, Massachusetts, United States
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KK
Kelsey Kerin
Colleague at Onto MortgageGreater Pittsburgh Region, United States
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DG
David Guerriero
Colleague at Onto MortgagePortsmouth, Rhode Island, United States
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Heidi Rogers
Colleague at Onto MortgageFramingham, Massachusetts, United States
View →
ZF
Zach Friedman
Colleague at Onto MortgageDenver, Colorado, United States
View →
VL
Vicma Lamarche
Colleague at Onto MortgageBoston, Massachusetts, United States
View →
KK
Kelsey Kerin
Colleague at Onto MortgageGreater Pittsburgh Region, United States
View →
DG
David Guerriero
Colleague at Onto MortgagePortsmouth, Rhode Island, United States
View →
2 education records
Daniel Oakes education
Bachelor Of Science, Business Administration; Management
Stonehill College
Education record
North Haven High School
FAQ
Frequently asked questions about Daniel Oakes
Quick answers generated from the profile data available on this page.
What company does Daniel Oakes work for?
Daniel Oakes works for OnTo Mortgage.
What is Daniel Oakes's role at OnTo Mortgage?
Daniel Oakes is listed as Senior Mortgage Planner at OnTo Mortgage NMLS 2045356 at OnTo Mortgage.
What is Daniel Oakes's email address?
AeroLeads has found 1 work email signal at @factset.com for Daniel Oakes at OnTo Mortgage.
Where is Daniel Oakes based?
Daniel Oakes is based in North Kingstown, Rhode Island, United States while working with OnTo Mortgage.
What companies has Daniel Oakes worked for?
Daniel Oakes has worked for Onto Mortgage, Freedom Pool & Spa, Llc, Guaranteed Rate, Factset, and Merrill Lynch.
Who are Daniel Oakes's colleagues at OnTo Mortgage?
Daniel Oakes's colleagues at OnTo Mortgage include Heidi Rogers, Zach Friedman, Vicma Lamarche, Kelsey Kerin, and David Guerriero.
How can I contact Daniel Oakes?
You can use AeroLeads to view verified contact signals for Daniel Oakes at OnTo Mortgage, including work email, phone, and LinkedIn data when available.
What schools did Daniel Oakes attend?
Daniel Oakes holds Bachelor Of Science, Business Administration; Management from Stonehill College.
What skills is Daniel Oakes known for?
Daniel Oakes is listed with skills including Series 7, Series 63, Series 66, Market Research, Financial Services, and Wealth Management.
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