Financial Advisor@ Wells Fargo Advisors
Charlotte, North Carolina, United States
Daniel Valverde
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University of Arkansas at Little Rock
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FlashIntel GPT
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FlashIntel GPTDaniel Valverde is a highly experienced professional with over 20 years of work experience. He has a strong background in customer service, Microsoft Office, asset allocation, financial advisory, and event planning. Currently, he works at Wells Fargo Advisors in the United States, where he serves as a Financial Crimes Consultant and Assistant Vice President. Prior to this, he held various positions at Wells Fargo, including Financial Crimes Consultant and Analytic Consultant. Daniel Valverde is dedicated to providing excellent service and support to his clients.
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Emails and Phone Numbers
About
Wells Fargo Advisors 1525 W WT Harris Blvd MAC D1115-039 Charlotte NC 28262 Please contact me by e-mail [[email protected]] or by Phone [866-636-8339 ext. 361988.]. I cannot respond to messages through LinkedIn. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. This information is intended for use only by residents of all 50 U.S. States, Washington D.C., Puerto Rico, and U.S. Virgin Islands.
...See MoreWork Experience
Financial Advisor
Financial Advisor
Financial Services
Daniel Valverde's Professional Milestones
- Marketing Assistant (2011-05-01~2011-06-01): Developed compelling marketing campaigns, driving brand awareness and increasing customer engagement.
- Concierge (2003-09-01~2008-12-01): Delivered exceptional service, providing memorable experiences and building a reputation for customer satisfaction.
Education
Mass Comm: Radio,
Television And Film
2004-2008Skill
Customer Service
Microsoft Office
Asset Allocation
Financial Advisory
Event Planning
Marketing
Photoshop
Online Advertising
Photography
Retail Sales
Information Design
Non Linear Editing
Social Media Marketing
Event Photography
Fashion Photography
Editing
Event Management
Commercial Photography
Portrait Photography
Wedding Photography
Social Media
Retirement
401k Rollovers
Investment Planning
Budgets
Management
Leadership
Finance
Microsoft Excel
Analysis
Banking
Fraud
Data Analysis
Analytical Skills
Process Improvement
Data Mining
Sql
Certification
Colleagues
Jeff Younger
Vice President - Compliance
Zachary B.
In the job market and owner of Buckley’s Bites Beef Jerky
Oluwatoyin Orebiyi
escalations manager at wells fargo advisors & owner at jt carr property solutions llc
Nathaniel Diorio
Agile Product Owner | Experience Portfolio Management Platform
David Weihe
Senior Product Manager | Product Owner | Full-Stack Developer | Information Technology Regulatory And Finance | Agile Software Engineering Delivery
Other Named Daniel Valverde
Frequently asked questions
We found 4 Daniel Valverde's email addresses
We found 2 Daniel Valverde's phone numbers
Daniel Valverde works for Wells Fargo Advisors
Daniel Valverde's role in Wells Fargo Advisors is Financial Advisor
Daniel Valverde works in the industry of Financial Services
Daniel Valverde's colleagues are Jeff Younger,Zachary B.,Oluwatoyin Orebiyi
Daniel Valverde's latest job experience is Financial Advisor at Wells Fargo Advisors
Daniel Valverde's latest education in University of Arkansas at Little Rock
