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Daniel S. Email & Phone Number
Manager - Wealth Management
at
Redwood Credit Union
1 work email found
@merrilledge.com
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Manager - Wealth Management
Location
Vacaville, California, United States
Company size
Who is Daniel S.? Overview
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Quick answer
Daniel S. is listed as Manager - Wealth Management at Redwood Credit Union, a with 636 employees, based in Vacaville, California, United States. AeroLeads shows a work email signal at merrilledge.com and a matched LinkedIn profile for Daniel S..
Daniel S. previously worked as Manager - Investment Services at Golden 1 Credit Union and Senior Financial Advisor - Assistant Vice President at Wells Fargo Advisors.
Company email context
Email format at Redwood Credit Union
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*@merrilledge.com
68% confidence
AeroLeads found 1 current-domain work email signal for Daniel S.. Compare company email patterns before reaching out.
Profile bio
About Daniel S.
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!
Listed skills include Banking, Loans, Credit, Consumer Lending, and 11 others.
Current workplace
Daniel S.'s current company
Company context helps verify the profile and gives searchers a useful next step.
Redwood Credit Union
10 roles
Daniel S. work experience
A career timeline built from the work history available for this profile.
Role listed
Manager - Investment Services
Senior Financial Advisor - Assistant Vice President
May 2023 - Apr 2024
Assistant Vice President, Financial Solutions Advisor
Offering 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.
Apr 2017 - May 2023
Licensed Branch Manager Avp
I 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.
May 2015 - Apr 2017
Private Banker
Working 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.
Jul 2013 - May 2015
Branch Manager
Insprired, 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.
Feb 2012 - Jun 2013
Customer Service Manager
Apr 2011 - Jan 2012
Premier Banker And Business Specialist
Jun 2010 - Mar 2011
FAQ
Frequently asked questions about Daniel S.
Quick answers generated from the profile data available on this page.
What company does Daniel S. work for?
Daniel S. works for Redwood Credit Union.
What is Daniel S.'s role at Redwood Credit Union?
Daniel S. is listed as Manager - Wealth Management at Redwood Credit Union.
What is Daniel S.'s email address?
AeroLeads has found 1 work email signal at @merrilledge.com for Daniel S. at Redwood Credit Union.
Where is Daniel S. based?
Daniel S. is based in Vacaville, California, United States while working with Redwood Credit Union.
What companies has Daniel S. worked for?
Daniel S. has worked for Redwood Credit Union, Golden 1 Credit Union, Wells Fargo Advisors, Merrill Edge, and U.S. Bank.
How can I contact Daniel S.?
You can use AeroLeads to view verified contact signals for Daniel S. at Redwood Credit Union, including work email, phone, and LinkedIn data when available.
What skills is Daniel S. known for?
Daniel S. is listed with skills including Banking, Loans, Credit, Consumer Lending, Management, Investments, Small Business Lending, and Retail Banking.
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