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Daniel Teague Email & Phone Number
Portfolio Manager
at
Diversify Advisor Network
1 work email found
@dfpg.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Portfolio Manager
Location
Sandy, Utah, United States
Company size
Who is Daniel Teague? Overview
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Quick answer
Daniel Teague is listed as Portfolio Manager at Diversify Advisor Network, a with 15 employees, based in Sandy, Utah, United States. AeroLeads shows a work email signal at dfpg.com and a matched LinkedIn profile for Daniel Teague.
Daniel Teague previously worked as Senior Vice President- Advisor Solutions at Diversify Advisor Network and Director of Supervision at Diversify Advisor Network. Daniel Teague holds Ba, Finance from University Of Minnesota-Duluth.
Company email context
Email format at Diversify Advisor Network
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{first_initial}{last}@dfpg.com
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AeroLeads found 1 current-domain work email signal for Daniel Teague. Compare company email patterns before reaching out.
Profile bio
About Daniel Teague
My current role of SVP- Advisor Solutions brings new challenges daily that I, along with my team, meet head-on to accomplish our goals. Throughout my career, I have strived to exceed the goals in which my organization has outlined and the objectives I have set for myself personally. When I’m not on the job, I love snowboarding, cycling, and traveling. If you would like to connect, please free to reach me via email at dteague@diversify.com.Diversify Advisor Network (“DAN”) includes Diversify Advisory Services, LLC (“DAS”) and Diversify Wealth Management (“DWM”) both of which are an SEC registered investment adviser. Investment advisory services are offered through investment advisor representatives of DAS and DWM. Securities offered through registered representatives of DFPG Investments, LLC, member FINRA (finra.org)/SiPC (sipic.org).
Listed skills include Microsoft Office, Strategic Planning, Project Management, Microsoft Word, and 13 others.
Current workplace
Daniel Teague's current company
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Diversify Advisor Network
10 roles
Daniel Teague work experience
A career timeline built from the work history available for this profile.
Portfolio Manager
Current
Aug 2024 - Present
Senior Vice President- Advisor Solutions
• Oversee business development initiatives at broker/dealer and RIA• Coordinate advisor recruiting efforts • Explore and uncover new technology to be added to the tech suite• Enhance reporting capabilities and building new advisor and client-facing deliverables• Liaison between branch offices and DFPG departments to streamline communication
Jan 2023 - Aug 2024
Director Of Supervision
Jan 2022 - Jan 2023
Compliance Analyst/Supervisory Principal
Apr 2021 - Jan 2022
Compliance Program Analyst
• Analyze customer behaviors, activity, and data to identify usage patterns• Participate in the development of transaction monitoring strategies based on applicable business and compliance risks• Query data using SQL, Excel Pivot Tables, and other data management systems to validate reports• Perform deep dive on process to ensure that gaps and risks are identified in control programs• Prioritize risks based on probability of occurrence and potential impact on the program
May 2020 - Feb 2021
Compliance Testing Analyst
• Conduct compliance testing of the business line’s brokerage and investment advisory activities to ensure adherence with applicable procedures and regulatory requirements• Identify and recommend corrective action necessary to address compliance gaps or improve adherence to regulatory requirements• Develop a strong understanding of the business line’s key risks and corresponding controls• Evaluate the adequacy of business line’s controls
Jul 2019 - May 2020
Central Supervision Principal
*Provide direct sales supervision of all transactions and new accounts for assigned regions.*Monitor trade and account activities for adherence to internal compliance policies, procedures, processes and appropriate laws and regulations.
Jan 2016 - Jul 2019
Regional Supervision Manager
Securities offered through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Advisor. PO Box 64284, St Paul, MN 55164. (800) 800-2638
May 2015 - Jan 2016
Sales Coordinator & Registered Principal
* Manage wholesaler and vendor relationships* Communicate product updates with registered reps and advisors throughout the country* Draft weekly emails sent to producers in the field* Partner with VPs of Marketing to produce monthly webinars focused on assisting producers build and manage their practice* Various internal projects
Oct 2013 - May 2015
3 education records
Daniel Teague education
Ba, Finance
Master Of Business Administration (Mba)
Associate Of Arts (A.A.), General Studies
FAQ
Frequently asked questions about Daniel Teague
Quick answers generated from the profile data available on this page.
What company does Daniel Teague work for?
Daniel Teague works for Diversify Advisor Network.
What is Daniel Teague's role at Diversify Advisor Network?
Daniel Teague is listed as Portfolio Manager at Diversify Advisor Network.
What is Daniel Teague's email address?
AeroLeads has found 1 work email signal at @dfpg.com for Daniel Teague at Diversify Advisor Network.
Where is Daniel Teague based?
Daniel Teague is based in Sandy, Utah, United States while working with Diversify Advisor Network.
What companies has Daniel Teague worked for?
Daniel Teague has worked for Diversify Advisor Network, Amazon, U.S. Bank, Woodbury Financial Services, and Gradient Securities, Llc.
How can I contact Daniel Teague?
You can use AeroLeads to view verified contact signals for Daniel Teague at Diversify Advisor Network, including work email, phone, and LinkedIn data when available.
What schools did Daniel Teague attend?
Daniel Teague holds Ba, Finance from University Of Minnesota-Duluth.
What skills is Daniel Teague known for?
Daniel Teague is listed with skills including Microsoft Office, Strategic Planning, Project Management, Microsoft Word, Marketing, Time Management, Inventory Management, and Microsoft Excel.
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