Daniel Teague work email
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Daniel Teague personal email
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).
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Portfolio ManagerDiversify Advisor NetworkSandy, Ut, Us -
Portfolio ManagerDiversify Advisor Network Aug 2024 - PresentSalt Lake City Metropolitan Area -
Senior Vice President- Advisor SolutionsDiversify Advisor Network Jan 2023 - Aug 2024Salt Lake City Metropolitan Area• 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
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Director Of SupervisionDiversify Advisor Network Jan 2022 - Jan 2023Sandy, Utah, United States
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Compliance Analyst/Supervisory PrincipalDiversify Advisor Network Apr 2021 - Jan 2022Sandy, Utah, United States
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Compliance Program AnalystAmazon May 2020 - Feb 2021Seattle, Washington, United States• 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 -
Compliance Testing AnalystU.S. Bank Jul 2019 - May 2020Greater Minneapolis-St. Paul Area• 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 -
Central Supervision PrincipalU.S. Bank Jan 2016 - Jul 2019Greater Minneapolis-St. Paul Area*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.
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Regional Supervision ManagerWoodbury Financial Services May 2015 - Jan 2016Oakdale, MnSecurities offered through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Advisor. PO Box 64284, St Paul, MN 55164. (800) 800-2638 -
Sales Coordinator & Registered PrincipalGradient Securities, Llc Oct 2013 - May 2015Arden Hills, Mn* 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
Daniel Teague Skills
Daniel Teague Education Details
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Finance -
Master Of Business Administration (Mba) -
General Studies
Frequently Asked Questions about Daniel Teague
What company does Daniel Teague work for?
Daniel Teague works for Diversify Advisor Network
What is Daniel Teague's role at the current company?
Daniel Teague's current role is Portfolio Manager.
What is Daniel Teague's email address?
Daniel Teague's email address is te****@****umn.edu
What schools did Daniel Teague attend?
Daniel Teague attended University Of Minnesota-Duluth, University Of Wisconsin-River Falls, Anoka-Ramsey Community College.
What skills is Daniel Teague known for?
Daniel Teague has skills like Microsoft Office, Strategic Planning, Project Management, Microsoft Word, Marketing, Time Management, Inventory Management, Microsoft Excel, Strategic Financial Planning, Financial Analysis, Series 7, Series 66.
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Daniel Teague
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Daniel Teague
Boston, Ma -
Daniel Teague
Aircraft Maintenance Director Of Operations At United States Air Force, Aircraft Maintenance OfficerUnited States
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