Daniel S. Email and Phone Number
Daniel S. work email
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Daniel S. personal email
It is my pleasure to provide financial solutions and opportunities to my clients. I have been in banking since 2004. I started part time and within my first year was managing twelve team members. I take pride in coaching and influencing my colleagues to share a better experience for those we serve.Since 2010 I've been working specifically with affluent customers. I've been able to assist clients in many ways by focusing on lending and investments. My clients are my primary concern and I look forward to helping them succeed financially.In 2013, I earned my Series 7 & 66 licenses and actively use them to help uncover new ways to better my client's financial future. In 2021, I added the required state insurance licenses to expand my knowledge and opportunities for my career growth.My beliefs haven't changed after 19 years: excellent service, relationship building, coaching and balanced management will lead us all to financial success!
Golden 1 Credit Union
View- Website:
- golden1.com
- Employees:
- 1894
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Golden 1 Credit UnionVacaville, Ca, Us
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Manager - Investment ServicesGolden 1 Credit Union Apr 2024 - PresentSacramento, Ca, Us
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Senior Financial Advisor - Assistant Vice PresidentWells Fargo Advisors May 2023 - Apr 2024St. Louis, Missouri, Us -
Assistant Vice President, Financial Solutions AdvisorMerrill Edge Apr 2017 - May 2023Offering investment and retail services to our Mass Affluent clients. Partnering with Bank of America and Merrill Lynch teams to earn 100% of our clients business. -
Licensed Branch Manager AvpU.S. Bank May 2015 - Apr 2017Minneapolis, Mn, UsI coach towards customer service, sales expectations and growth. Focuses on revenue management, growth and expense budgeting. Meeting with business owners to help them achieve their financial goals. Coordinating affluent client needs with Financial Advisors, Mortgage, Commercial and Treasury Management partners. -
Private BankerWells Fargo Jul 2013 - May 2015San Francisco, California, UsWorking with Affluent Clients to grow their credit and investment balances. Uncovering needs and future goals to help their dreams come true.Coaching of colleagues to discover better ways to help their clients. Leading huddles to motivate and educate staff. Mentoring individual team members to grow into Private Banker role. -
Branch ManagerWells Fargo Feb 2012 - Jun 2013San Francisco, California, UsInsprired, coached and developed 23 team members to our common goal. Took over branch which hadn't hit its sales and profit goals for 2 years. Exceeded those goals and was the only manager in district that earn additional compensation. Promoted and trained multiple team members to new opportunities.
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Customer Service ManagerWells Fargo Apr 2011 - Jan 2012San Francisco, California, Us
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Premier Banker And Business SpecialistWells Fargo Jun 2010 - Mar 2011San Francisco, California, Us
Daniel S. Skills
Frequently Asked Questions about Daniel S.
What company does Daniel S. work for?
Daniel S. works for Golden 1 Credit Union
What is Daniel S.'s role at the current company?
Daniel S.'s current role is Manager - Investment Services.
What is Daniel S.'s email address?
Daniel S.'s email address is da****@****ank.com
What skills is Daniel S. known for?
Daniel S. has skills like Banking, Loans, Credit, Consumer Lending, Management, Investments, Small Business Lending, Retail Banking, Coaching, Commercial Lending, Credit Analysis, Commercial Banking.
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