Daniel Wyllie

Financial Advisor @Merrill Lynch

Garden City, NY, US
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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Daniel Wyllie — Financial Advisor at Merrill Lynch in Garden City, NY, US | Unifers