AeroLeads people directory · profile
Daniel Rosenthal, Cfp® Email & Phone Number
Financial Advisor
at
Wells Fargo Advisors
1 work email found
@morganstanley.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor
Location
Houston, Texas, United States
Company size
Who is Daniel Rosenthal, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Daniel Rosenthal, Cfp® is listed as Financial Advisor at Wells Fargo Advisors, a company with 14520 employees, based in Houston, Texas, United States. AeroLeads shows a work email signal at morganstanley.com and a matched LinkedIn profile for Daniel Rosenthal, Cfp®.
Daniel Rosenthal, Cfp® previously worked as Senior AVP, Premier Banker at Wells Fargo and Senior Premier Banker at Wells Fargo. Daniel Rosenthal, Cfp® holds Bachelor Of Science (B.S.), Minor In Business Adminstration, Business Economics Certificate (Bec), Economics from Texas A&M University.
Company email context
Email format at Wells Fargo Advisors
This section adds company-level context without repeating Daniel Rosenthal, Cfp®'s masked contact details.
*@morganstanley.com
68% confidence
AeroLeads found 1 current-domain work email signal for Daniel Rosenthal, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Daniel Rosenthal, Cfp®
I graduated from Texas A&M University in December 2017 with a Bachelor of Science in Economics and a Minor in Business Administration.I passed the CFP® exam in July 2023 and am a CERTIFIED FINANCIAL PLANNER™. I completed the college coursework for my CFP® certification at Rice University in 2022.
Listed skills include Business, Economics, Financial Analysis, Finance, and 29 others.
Current workplace
Daniel Rosenthal, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Wells Fargo Advisors
10 roles
Daniel Rosenthal, Cfp® work experience
A career timeline built from the work history available for this profile.
Apr 2024 - Present
Senior Premier Banker
Nov 2023 - Apr 2024
Apr 2023 - Nov 2023
Aug 2019 - Mar 2023
Jan 2019 - Jun 2019
Feb 2018 - Jan 2019
Summer Analyst
- US/North America Product & Market Research Intern
- Supported product team with automation enhancement and procedure documentation of existing reports
- Helped develop a system to consolidate, package, and catalogue existing and new competitor analyses for sharing
- Assisted with retail platform model data aggregation and analyzing portfolio/model reviews
- Gained experience working with financial industry analytics and database tools such as Morningstar, StyleADVISOR, Lipper, Strategic Insight, and eVestment Alliance
- Participated in ad hoc projects as required in support of areas such as Product Development and Product Management
May 2017 - Aug 2017
Summer Intern
White Rhino Financial
- Summer Internship in Houston Office (Guardian Life/Park Avenue Securities affiliate)
- Obtained Group 1 Insurance License within one week of joining firm
- Utilized Living Balance Sheet financial planning software to demonstrate advanced financialconcepts for clients
- Assisted team members with CRMs, Office Online, Infofree, Market Edge and analysis ofexisting book of business to look for cross-sell opportunities
- Managed multiple LinkedIn Sales Navigator accounts and worked on quarterly market research projects with other interns
May 2016 - Aug 2016
Independent Contractor
Self-Employed
- Music/Entertainment for local and international venues
- Leveraged networks to secure contracts for regular bookings
- Managed marketing primarily utilizing networking, email marketing, phone calls, and social media to work with existing and new clients
- Working with App Developers and Agencies to expand network and develop more business in College Station, Houston and other cities
Mar 2013 - May 2016
Team & coworkers
Colleagues at Wells Fargo Advisors
Other employees you can reach at wellsfargoadvisors.com. View company contacts for 14520 employees →
ST
Shawn Tackett
Colleague at Wells Fargo Advisors
Houston, Texas, United States, United States
View →
JB
Jeffrey Bobrowicz
Colleague at Wells Fargo Advisors
Greater Chicago Area, United States
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JH
John Haliburton
Colleague at Wells Fargo Advisors
St Louis, Missouri, United States, United States
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NA
Nancy A. Stickel, Cfp®
Colleague at Wells Fargo Advisors
Alexandria, Virginia, United States, United States
View →
DS
Dave Scheibel
Colleague at Wells Fargo Advisors
Ballwin, Missouri, United States, United States
View →
JB
Jj Bobrowicz
Colleague at Wells Fargo Advisors
Schaumburg, Illinois, United States, United States
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SL
Steve Lewis
Colleague at Wells Fargo Advisors
Greater Phoenix Area, United States
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MC
Mark Chapman
Colleague at Wells Fargo Advisors
Greater Sacramento, United States
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RW
Randal W. Seligmann
Colleague at Wells Fargo Advisors
Cincinnati Metropolitan Area, United States
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JD
James D. Swanson, Cfp®
Colleague at Wells Fargo Advisors
Seal Beach, California, United States, United States
View →
Shawn Tackett
Colleague at Wells Fargo Advisors
Houston, Texas, United States, United States
View →
JB
Jeffrey Bobrowicz
Colleague at Wells Fargo Advisors
Greater Chicago Area, United States
View →
JH
John Haliburton
Colleague at Wells Fargo Advisors
St Louis, Missouri, United States, United States
View →
NA
Nancy A. Stickel, Cfp®
Colleague at Wells Fargo Advisors
Alexandria, Virginia, United States, United States
View →
DS
Dave Scheibel
Colleague at Wells Fargo Advisors
Ballwin, Missouri, United States, United States
View →
JB
Jj Bobrowicz
Colleague at Wells Fargo Advisors
Schaumburg, Illinois, United States, United States
View →
SL
Steve Lewis
Colleague at Wells Fargo Advisors
Greater Phoenix Area, United States
View →
MC
Mark Chapman
Colleague at Wells Fargo Advisors
Greater Sacramento, United States
View →
RW
Randal W. Seligmann
Colleague at Wells Fargo Advisors
Cincinnati Metropolitan Area, United States
View →
JD
James D. Swanson, Cfp®
Colleague at Wells Fargo Advisors
Seal Beach, California, United States, United States
View →
3 education records
Daniel Rosenthal, Cfp® education
Bachelor Of Science (B.S.), Minor In Business Adminstration, Business Economics Certificate (Bec), Economics
Certified Financial Planner Education Program
High School
FAQ
Frequently asked questions about Daniel Rosenthal, Cfp®
Quick answers generated from the profile data available on this page.
What company does Daniel Rosenthal, Cfp® work for?
Daniel Rosenthal, Cfp® works for Wells Fargo Advisors.
What is Daniel Rosenthal, Cfp®'s role at Wells Fargo Advisors?
Daniel Rosenthal, Cfp® is listed as Financial Advisor at Wells Fargo Advisors.
What is Daniel Rosenthal, Cfp®'s email address?
AeroLeads has found 1 work email signal at @morganstanley.com for Daniel Rosenthal, Cfp® at Wells Fargo Advisors.
Where is Daniel Rosenthal, Cfp® based?
Daniel Rosenthal, Cfp® is based in Houston, Texas, United States while working with Wells Fargo Advisors.
What companies has Daniel Rosenthal, Cfp® worked for?
Daniel Rosenthal, Cfp® has worked for Wells Fargo Advisors, Wells Fargo, Ubs, Morgan Stanley, and J.P. Morgan.
Who are Daniel Rosenthal, Cfp®'s colleagues at Wells Fargo Advisors?
Daniel Rosenthal, Cfp®'s colleagues at Wells Fargo Advisors include Shawn Tackett, Jeffrey Bobrowicz, John Haliburton, Nancy A. Stickel, Cfp®, and Dave Scheibel.
How can I contact Daniel Rosenthal, Cfp®?
You can use AeroLeads to view verified contact signals for Daniel Rosenthal, Cfp® at Wells Fargo Advisors, including work email, phone, and LinkedIn data when available.
What schools did Daniel Rosenthal, Cfp® attend?
Daniel Rosenthal, Cfp® holds Bachelor Of Science (B.S.), Minor In Business Adminstration, Business Economics Certificate (Bec), Economics from Texas A&M University.
What skills is Daniel Rosenthal, Cfp® known for?
Daniel Rosenthal, Cfp® is listed with skills including Business, Economics, Financial Analysis, Finance, Spanish, Management, Business Development, and Latin America.
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