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Daniel Minich Email & Phone Number

Financial Planning and Investment Management Services at Minich Financial Group
Location: Bradford, Pennsylvania, United States 6 work roles 5 schools
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Current company
Role
Financial Planning and Investment Management Services
Location
Bradford, Pennsylvania, United States

Who is Daniel Minich? Overview

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Daniel Minich is listed as Financial Planning and Investment Management Services at Minich Financial Group, based in Bradford, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Daniel Minich.

Daniel Minich previously worked as Owner, Financial Advisor at Minich Financial Group and Financial Advisor at Ameriprise Financial Services, Llc. Daniel Minich holds Master Of Business Administration - Mba, Mba, General Business from St. Bonaventure University.

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Minich Financial Group

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Profile bio

About Daniel Minich

Experienced Financial Advisor with a demonstrated history of working in the financial services industry. Skilled in Comprehensive Financial Planning, Protection Planning, Public Speaking, Leadership, and Wealth Management. Strong business development background offering services in New Business Development consultative planning including Non-Profit Business Development.

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Daniel Minich's current company

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Minich Financial Group
Minich Financial Group
Financial Planning and Investment Management Services
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6 roles

Daniel Minich work experience

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Owner, Financial Advisor

Current

Bradford, Pennsylvania, United States

Jun 2020 - Present

Branch Manager, Avp

Pnc

United States

Manage and direct branch operations so that we may drive increased market share, develop brand awareness and customer loyalty, allowing us to deliver best in class products and services to the community we serve, providing us the opportunity to build lasting relationships.

Jan 2014 - Jan 2015

Membership Director

Facilitate and direct membership operations including; staffing, scheduling, membership growth, membership retention, budget satisfaction, and overall customer service.

Aug 2012 - Jan 2014

Sales Representative

Effectively managed sales contracts and promoted continued growth of product market in the Western United States.

May 2007 - Mar 2009
5 education records

Daniel Minich education

Master Of Business Administration - Mba, Mba, General Business

Activities and Societies: Investment CommitteeMoney Management

Bachelor Of Science - Bs, Business Administration And Management, General

Activities and Societies: Semester at Sea, University of Virginia Fall 2006Abroad Study Program

Accredited Portfolio Management Advisor Program, Investments And Securities

College For Financial Planning

Activities and Societies: APMA Certification ProgramAPMA Course Accreditation

FAQ

Frequently asked questions about Daniel Minich

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What company does Daniel Minich work for?

Daniel Minich works for Minich Financial Group.

What is Daniel Minich's role at Minich Financial Group?

Daniel Minich is listed as Financial Planning and Investment Management Services at Minich Financial Group.

Where is Daniel Minich based?

Daniel Minich is based in Bradford, Pennsylvania, United States while working with Minich Financial Group.

What companies has Daniel Minich worked for?

Daniel Minich has worked for Minich Financial Group, Ameriprise Financial Services, Llc, Chapman-Minich Financial Group. A Financial Advisory Practice Of Ameriprise Financial Services, Llc, Pnc, and Ymca.

How can I contact Daniel Minich?

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

What schools did Daniel Minich attend?

Daniel Minich holds Master Of Business Administration - Mba, Mba, General Business from St. Bonaventure University.

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