Daniel Pratley

Daniel Pratley: Email & Phone Number

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Wealth Management Client Associate at Merrill Lynch|Riverside, Connecticut, United States

Position:

Wealth Management Client Associate at Merrill Lynch

Location:

Riverside, Connecticut, United States

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Last updated: 2026-10-12
Updated: 2026-10-12

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Current work details
DepartmentFinancial Services
Availability
TimezoneEST
Best time to contact12:00 PM – 4:00 PM
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Work Experience 7 years

Wealth Management Client Associate at Merrill Lynch

Aug 2026 - Current

Finance and Wealth Management Intern at The Dowling Group

May 2025 - Aug 2025

Hockey Coach at Chelsea Piers Connecticut

Jun 2023 - Aug 2024

Dockhand at Greenwich Water Club

May 2019 - Aug 2024

Tennis Instructor at The Stanwich Club

Jun 2022 - Aug 2022

Intern at Point Pickup

May 2022 - Jun 2022

Daniel Pratley started working in 2019, then the employee has changed 5 companies and 5 jobs. On average, Daniel Pratley works for one company for 1 year 2 months.

Their professional focus is Business Analysis, Client Services, and Customer Relationship Management (CRM) across 3 core areas.

Daniel holds Securities Industry Essentials (SIE) certifications.

Education

Business Administration with a Concentration in Finance at University of Richmond

Greenwich High School

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