J. Daniel Allen
- Role
- Wealth Advisor Senior Vice President at Pinnacle Financial Partners
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Wealth Advisor Senior Vice President
Sep 2021 — Present
Skills
- Estate Preservation
- Fixed Annuities
- Small Business
- Asset Management
- Securities License
- Financial Planning
- Portfolio Management
- Property
- Loans
- Negotiation
- Mortgage Lending
- Commercial Real Estate
- Retirement
- Relocation
- Credit
- Finance
- Real Estate
- Series 6
- Strategic Financial Planning
- Brokerage
- Leadership
- Financial Analysis
- Retirement Planning
- Strategic Planning
- Commercial Lending
- Investments
- Rollovers
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