Daniel Worley

  • Charlotte US-NC
Daniel Worley

Work History

Work History

Infantryman

United States Marine Corps

Financial Advisor

Edward Jones Investments

Cavalry Scout

United States Army National Guard

Battalion Personnel Management NCO

United Stated Army National Guard

•Duties include managing a variety of systems including the Battalion Enlisted Promotion System.  •Act as Battalion Master Resiliency Trainer which includes performing training and documenting all training for over 500 soldiers. 

Combat Engineer

United States Army National Guard

•Served as Squad Leader and Platoon Sergeant for route clearance platoon located in Afghanistan which included managing and supervising over 30 team members.  •Plan and conduct route clearance combat missions in an efficient manner.  •Certified as AN/PSS 14 Master Trainer, CIED Master Trainer, GyroCam Operator and Raven SUAV Operator. 

Wealth Management Consultant

TIAA-CREF

•Responsible for providing superior financial counseling to new and existing clients.  •Effectively worked with other members of the wealth management team in order to provide a superior amount of service to clients.  •Mentored and trained new hires on all organizational policies and procedures.  •Provided superior retirement and financial counseling services to assigned clients along with communicating details of TIAA-CREF retirement plans, after tax investments, and other insurance products.  •Negotiate payment flexibility, investment choices, and all related financial and retirement issues that may arise.  •Responsible for measuring team performance and providing concise feedback to the team during a Lean Six Sigma deployment.  

Financial Advisor

UBS Wealth Management

•Responsible for providing effective and professional financial counseling services to both new and existing high net worth clients.  •Effectively identify opportunities for growth within assigned group segment along with overseeing existing client accounts. 
2013 - Present

Financial Advisor

UBS Wealth Management

Education

Education

Bachelor of Arts

West Virginia University

MBA

Liberty University

Certifications

Certifications

Life & Health Insurance Licenses

North Carolina Department of Insurance

Series 66

FINRA

Series 7

FINRA

Secret