J Daniel Allen is a high-level expert, who works in Wells Fargo main office of which is in 1096. on the position of Premier Banker Ii and Assistant Vice President from 2018. J Daniel Allen has earned professional experience in more than four positions at different companies. J Daniel Allen went to the North Carolina State University and got education from 2002 to 2006. Raleigh, North Carolina is the area, where this professional was lastly known to be settled. Their email address and phone are accessed through this website by request.
Name variants:
J Allen
Last updated May 22, 2024
Contact Information
Last Update
Jul 7, 2022
Email
da**@insightpropertygroup.com
Location
Raleigh, NC
Company
Wells Fargo
Workplace
Premier Banker Ii and Assistant Vice President
Work History
Premier Banker Ii and Assistant Vice President
420 Montgomery St, San Francisco, CA 94129
Provides full-service banking to high value customers and oversees a portfolio of account relationships. Consults with customers regarding their financial needs and recommends solutions to m...
from Feb 2018
Regional Bank Private Banker and Brokerage Associate
420 Montgomery St, San Francisco, CA 94129
Wells Fargo Securities delivers a comprehensive set of capital markets products and services to customers, including originating and distributing public debt and equity, hedging interest rat...
May 2015 — Feb 2018
Financial Representative
720 east Wisconsin Ave, Milwaukee, WI 53202
Sep 2011 — Apr 2013
Commercial Real Estate Advisor
209 west Millbrook Rd, Raleigh, NC 27609
Focusing on working with Tenants and Buyers in their relocation, renewal, or simply finding their first space. Help people with office, industrial, retail, and land transactions.
Aug 2007 — Sep 2011
Education
2002 — 2006
Occupations
Executive
Assistant Vice President
Government Official
Premier
Financial Broker
Banker
Partner
Accountant
Finance and Accounting Specialist
Supporting Member
Sales Specialist
Agent
Sales Agent
Vice President
Chief Executive
Government Service Executive
Financial Services Professional
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper
Team Member
Sales Representative
Skills
Investments
Retirement Planning
Commercial Real Estate
Finance
Financial Analysis
Real Estate
Portfolio Management
Loans
Property
Relocation
Strategic Planning
Retirement
Asset Management
Commercial Lending
Fixed Annuities
Mortgage Lending
Leadership
Credit
Small Business
Strategic Financial Planning
Negotiation
Financial Planning
Brokerage
Series 6
Securities License
Rollovers
Estate Preservation
Life Insurance
Long Term Care
Business Management
Customer Service
Banking
FAQs about J Daniel Allen
What's the main profession of J Daniel Allen?
J is a Premier Banker Ii and Assistant Vice President.
What are the profession of This expert?
These person's professions are Executive and Assistant Vice President
Where does J Daniel Allen live?
Raleigh, North Carolina is the place where J Daniel Allen lives
What is the expert's email?
The professional's email is da**@insightpropertygroup.com.
How many companies did J Daniel Allen work at?
The professional worked at four jobs.
Where has J Daniel Allen studied?
J studied at the North Carolina State University from 2002 to 2006.
What is the industry that J Daniel Allen worked in?
J works in Financial Services industry.
Are there any professional skills J Daniel Allen has?
J Daniel Allen has such skills as Investments, Retirement Planning, Commercial Real Estate, Finance, Financial Analysis, Real Estate, Portfolio Management, Loans, Property, and Relocation.