Daniel Wyllie
Financial Advisor @Merrill Lynch
Garden City, NY, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Sep 2022 — Present
Financial Advisor @Merrill Lynch
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Great Neck, NY, US
SKILLS
Wealth Preservation PlanningWealth ManagementNegotiationVehiclesFixed Income Portfolio ManagementManagementTeam BuildingRetirement Income StrategiesMarketingCustomer SatisfactionWealth TransferSalesAccount ManagementSales ManagementFixed Income StrategiesLife InsuranceSales ProcessFixed AnnuitiesProfitSales OperationsCustomer RetentionCustomer ServiceFixed Income
ABOUT DANIEL WYLLIE
I am passionate about helping people manage their money. This can be overwhelming with…
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