Daniel Roman
Registered Client Associate at Wells Fargo Advisors
Based in New York, United States
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Seniority
Staff
Department
Customer/Client Service
Location
New York
Industry
Financial Services
Company size
15K
Contact information
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d•••••••@wellsfargoadvisors.com
Phone
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Background
About Daniel Roman
I am an experienced team member and leader. I am detail-oriented and organized. I am an excellent listener and storyteller. I excel at written and verbal communication and work dutifully to enhance these skills on a daily basis. I have experience in logistics, lead generation, account management, strategy and analytics. I take pride in meaningful work for worthy causes. I am excited to work my way up from the bottom and to prove my value as a long-term employee. This information intended for residents in the states of Arizona California, Colorado, Connecticut, District Of Columbia, Delaware, Florida, Georgia, Hawaii, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, North Carolina, New Hampshire, New Jersey, New Mexico, Nevada New York, Ohio, Pennsylvania, South Carolina, Texas, Virginia, Vermont, Washington and Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
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