Daniel Wendol
CEO & Founder @Dolphin Financial Group
Clearwater, FL, US
EMAILS
d••••••@dolphinfinancialgroup.com
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Nov 2013 — Present
CEO & Founder @Dolphin Financial Group
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Tampa/St. Petersburg, FL, US
EDUCATION
1994 — 1998
Babson College
BS, Investments
1996 — 1996
UNSW
Liberal Arts and Sciences/Liberal Studies
SKILLS
EquitiesSocial Security Income StrategyFinancial ServicesWealth ManagementInvestment StrategiesAlternative InvestmentsPortfolio ManagementIndexed AnnuitiesFinancial AdvisoryRoth IraLong-Term CareEstate PlanningFinancial GoalsHigh Net Worth IndividualsWealthFixed AnnuitiesUniversal LifeInvestmentsSeries 65Financial PlannersLife InsuranceFinanceAsset ManagmentInvestment Advisory401k401k RolloversIrasRetirementStrategic Financial PlanningWealth Management ServicesInvestment ManagementAsset AllocationInsuranceRetirement PlanningEquity TradingHealth InsuranceTerm Life InsuranceDisability Insurance
ABOUT DANIEL WENDOL
More people are retiring in Florida than ever before. It seems like the process should…
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