Current Position:
Wealth Advisor at Jordan Creek Financial SolutionsExperience:
7 yearsLocation:
West Des Moines, IowaMay 2025 - Current
Mar 2023 - May 2025
Feb 2022 - Mar 2023
Jan 2019 - Feb 2022
Jan 2018 - Dec 2018
Yale School of Management
Certified Investment Management Analyst® at Yale School of Management
Bachelor of Science at Iowa State University - College of Business
How long has Bobby Daniels been working as a Wealth Advisor?
Bobby Daniels's total experience in various companies as a Wealth Advisor 4 months.What is Bobby Daniels's minimum period of employment in the companies?
Bobby Daniels's minimum period of employment in various companies is 11 months.What is Bobby Daniels's average duration of employment for different companies?
On average, Bobby Daniels works for one company for 1 year 10 monthsWhat industries has Bobby Daniels worked in?
Bobby Daniels works in the Financial Services.What positions has Bobby Daniels held before?
Previously, Bobby Daniels worked as a Financial Planner, and Financial Advisor, and Senior Regional Sales Director, and Internal Wholesaler.How do I contact Bobby Daniels?
Bobby Daniels's email address is d*****s@jordancreekfs.com, phone number is +1-909-***-**01. Sign up to get contact details.Who is the President/CEO/Director of the Jordan Creek Financial Solutions?
The President/CEO/Director of the Jordan Creek Financial Solutions is Jami JohnsonWho are Bobby Daniels's peers at other companies?
Bobby Daniels's peers at other companies are Joel Fearon and Iain Brackstone and Chris TrubFind email for 850M+ professionals