Daniel Alcantar

About Daniel Alcantar

Daniel is the Pacific North Recruiting Manager which includes Northern California, the Bay Area, Northern Nevada, Oregon, Washington State, and Alaska for Advisor Recruiting at Wells Fargo Wealth & Investment Management.Advisor Recruiting provides guidance on transitioning their business to Wells Fargo Wealth & Investment Management to a select group of experienced Financial Advisors and Wealth Management teams. Our mission is to help Financial Advisors create a smooth process for clients and successfully transition their business.Leveraging over a decade of experience at Wells Fargo, Daniel works closely with Financial Advisors and Wealth Management teams to develop strategies that leverage Wells Fargo Wealth & investment Management capabilities to help meet the goals of their clients and business. The bottom line for every financial advisor relationship is to work collaboratively to instill a sense of an advisor at the center of an industry leading client experience, choice regarding the business model aligned to your goals, and the opportunities to grow existing and new client relationships.As he continues to help Financial Advisors and Wealth Management teams navigate the complexities of moving firms, Financial Advisors have come to appreciate Daniel\'s ability to communicate effectively, knowledge of the Wells Fargo platform, and focus on client experience.Daniel has personal and personal experience within the territory he supports being born and raised in Northern California. He would love the opportunity to expand his network with Financial Advisors throughout all channels, branch based, wire-house, and independent. This information is intended for use by residents of AR, CA, MA, NV, and UT only.CA Insurance Producer License # 41•••64.Resident State: and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Experience

1. Executive Director - Market Recruiting Manager

   Wells Fargo Advisors

   Mar 2024 — Present

Education

• California State University-Sacramento

  Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations

  2002 — 2008

Skills

• Leadership
• Loans
• Financial Analysis
• Mortgage Banking
• Retail Banking
• Commercial Lending
• Sales Management
• Mortgage Lending
• Banking
• Small Business Lending
• Management
• Team Building
• Consumer Lending
• Cross Selling
• Financial Services
• Credit Analysis
• Finance
• Loan Origination
• Customer Service
• Credit
• Commercial Banking
• Refinance
• Sales