Daniel Regner
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Daniel Regner Email & Phone Number

Portfolio Specialist at Raymond James
Location: Pinellas Park, Florida, United States 6 work roles 2 schools
1 work email found @raymondjames.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email d****@raymondjames.com
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Current company
Role
Portfolio Specialist
Location
Pinellas Park, Florida, United States
Company size

Who is Daniel Regner? Overview

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Quick answer

Daniel Regner is listed as Portfolio Specialist at Raymond James, a company with 12938 employees, based in Pinellas Park, Florida, United States. AeroLeads shows a work email signal at raymondjames.com and a matched LinkedIn profile for Daniel Regner.

Daniel Regner previously worked as Inbound Sales Representative at Franklin Templeton Investments and Internship at Jamestown Properties. Daniel Regner holds Bachelor Of Science (Bs), Finance And Real Estate from Boston University.

Company email context

Email format at Raymond James

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{first}.{last}@raymondjames.com
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AeroLeads found 1 current-domain work email signal for Daniel Regner. Compare company email patterns before reaching out.

Profile bio

About Daniel Regner

Daniel Regner is a Portfolio Specialist at Raymond James. He possess expertise in microsoft office, powerpoint, research, financial analysis, public speaking and 19 more skills. He is proficient in English.

Listed skills include Microsoft Office, Powerpoint, Research, Financial Analysis, and 20 others.

Current workplace

Daniel Regner's current company

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Raymond James
Raymond James
Portfolio Specialist
st. petersburg, florida, united states
Employees
12938
AeroLeads page
6 roles

Daniel Regner work experience

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

Portfolio Specialist

Current

Tampa/St. Petersburg, Florida Area

Dec 2016 - Present

Inbound Sales Representative

Sales associate involves talking to financial advisors about mutual funds for clients and being a student of the market.

Jul 2014 - Nov 2016

Internship

Jamestown Properties

Greater Boston Area

  • Created excel spreadsheets analyzing two major properties, Bronstein Center and Boston Design Center actual expenses to annual budgets for the three year period 2012 -2014, including comparison of variances
  • Analyzed 2014 budgeted base rents against current rent roll reports and identified variances
  • Compared Rent roll report to Argus model for Bronstein Center and Boston Design Center, verifying accuracy of lease information, rents, and square footage for rental units
  • Analyzed expense recovery trends for multi-year comparison
Feb 2014 - Jun 2014

Data Management

Greater Boston Area

  • Hired to solve data discrepancy issue as well as create a data governance model for the new EDM service that was replacing an increasingly more expensive alternative
  • Solved the data discrepancy problem by gathering detailed information about causes of errors and outlined the steps needed to accurately research and clear securities where attributes are not available from third-party.
  • Researched and documented root causes of data exception recurrences
  • Created a cataloguing procedure for data exception recurrences, increasing employee productivity
  • Created the data governance model by researching roles and responsibilities for the new enterprise data management committee as well as helped create the visual data governance model
Jun 2013 - Aug 2013

Lifeguard/Sales Associate

Kuhuna Laguna Water Park, Red Jacket Resort

North Conway, New Hampshire

  • Provided lifeguard services to hundreds of guests each day at busy indoor water park
  • Conducted over 50 cash and credit transactions per day in ticket sales at gift shop
  • Trained new employees in lifeguarding and sales procedures, set up merchandise displays
  • Developed time and task management skills to efficiently supervise customers in different areas and assessed priorities
May 2011 - Aug 2011

Snowboard Instructor

Wildcat Mountain

Pinkham Notch, New Hampshire

  • Instructed adults and children in private and group lessons from basic to advanced boarding skills
  • Developed management skills by teaching groups of people of different ages and abilities, requiring me to change my method of teaching so everyone could learn at their own pace
Jan 2007 - Jan 2009
Team & coworkers

Colleagues at Raymond James

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2 education records

Daniel Regner education

Bachelor Of Science (Bs), Finance And Real Estate

Activities and Societies: Finance and Investment Club

FAQ

Frequently asked questions about Daniel Regner

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

What company does Daniel Regner work for?

Daniel Regner works for Raymond James.

What is Daniel Regner's role at Raymond James?

Daniel Regner is listed as Portfolio Specialist at Raymond James.

What is Daniel Regner's email address?

AeroLeads has found 1 work email signal at @raymondjames.com for Daniel Regner at Raymond James.

Where is Daniel Regner based?

Daniel Regner is based in Pinellas Park, Florida, United States while working with Raymond James.

What companies has Daniel Regner worked for?

Daniel Regner has worked for Raymond James, Franklin Templeton Investments, Jamestown Properties, John Hancock Financial Services, and Kuhuna Laguna Water Park, Red Jacket Resort.

Who are Daniel Regner's colleagues at Raymond James?

Daniel Regner's colleagues at Raymond James include Cory Dickson, Cfp®, Aams, Shane Scott, Martin Côté, Scott Bailey, and Tyler Brown.

How can I contact Daniel Regner?

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

What schools did Daniel Regner attend?

Daniel Regner holds Bachelor Of Science (Bs), Finance And Real Estate from Boston University.

What skills is Daniel Regner known for?

Daniel Regner is listed with skills including Microsoft Office, Powerpoint, Research, Financial Analysis, Public Speaking, Data Analysis, Sales, and Merchandising.

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