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Daniel L Castle, 61Framingham, MA

Daniel Castle Phones & Addresses

Framingham, MA   

43 Walnut St, Natick, MA 01760    508-6502927   

7 Village Hill Ln, Natick, MA 01760   

South Barre, MA   

Oakham, MA   

Spencer, MA   

Mentions for Daniel L Castle

Daniel Castle resumes & CV records

Resumes

Daniel Castle Photo 51

Daniel Castle

Location:
New York, New York
Industry:
Apparel & Fashion
Skills:
Global Business Development, Brand Licensing, Creative Direction, Strategic Partnerships, Licensing, Joint Ventures, Retail, Press Releases, Brand Awareness, Negotiation, Strategy, Brand Management, Advertising, Online Advertising, Marketing, Textiles, New Media, Business Development, Digital Media, Social Media Marketing
Awards:
Iconix China Board Director
Iconix Brand Group
Daniel Castle Photo 52

Daniel L Castle

Location:
4 Village Way, Natick, MA 01760
Industry:
Financial Services
Work:
Winthrop Wealth
Advanced Planning Consultant
Lpl Financial Sep 2013 - Feb 2019
Avp, Advanced Markets Consulting
John Hancock Financial Services Oct 2006 - Apr 2013
Senior Advanced Markets Consultant
John Hancock Financial Services Jan 2002 - Oct 2006
Director of Training
Manulife Dec 2000 - Jan 2002
Assistant Vice President - National Accounts Manager
Manulife Jul 1998 - Dec 2000
Advanced Markets Consultant
Mingolelli & Associates 1994 - 1998
Vice President
Financial Insurance Services Fisco Equities 1993 - 1994
Account Manager
The Acacia Group 1992 - 1993
Marketing Representative and Financial Planner
John Hancock Financial Services 1987 - 1992
Marketing Representative
Marketing & Management Corp of America National Old Line 1985 - 1987
Area Sales Director
Winthrop Wealth Management 1985 - 1987
Education:
The American College of Financial Services 2003
College For Financial Planning 2003
The American College of Financial Services 2001
Mount Vernon Nazarene University 1984 - 1985
Trine University 1979 - 1983
Bainbridge - Guilford High School
The American College
Skills:
Estate Planning, Succession Planning, Business Insurance, Insurance, Fixed Annuities, Retirement, Retirement Planning, Life Insurance, Mutual Funds, Long Term Care, Series 7, Series 63, Consulting, Series 65, Strategic Financial Planning, Strategic Planning, Wealth Management, Program Management, Investments, Team Leadership, 401K, Process Improvement, Project Management, Qualified Retirement Plans, Underwriting, Series 6, Etfs, Wealth, Asset Allocation, Pensions, Finra, Variable Annuities, Securities, Risk Management, Financial Services, Disability Insurance, Employee Benefits, Term Life Insurance, Asset Management, Financial Advisory, Health Insurance, Financial Planners, Relationship Management, Investment Advisory, Long Term Care Insurance, Finance, Training, Business Planning, Management, Iras
Interests:
Estate Planning
Guitar
Gardening
Personal Interests Include Bowling
Travelling
Training and Mentoring
Rocketry
Business Succession Planning
Philately
Certifications:
Series 7 - General Securities Representative
Series 63 - Uniform Securities Agent State Law
Series 65 - Uniform Registered Investment Advisor
Life, Accident & Health Insurance License
Certified Financial Planner (Cfp)
Chartered Financial Consultant (Chfc)
Chartered Life Underwriter (Clu)
Series 7 General Securities Representative
Series 63
Daniel Castle Photo 53

Logger

Work:
Douglas Transports
Logger
Daniel Castle Photo 54

Daniel Castle

Daniel Castle Photo 55

Daniel Castle

Daniel Castle Photo 56

Daniel Castle

Daniel Castle Photo 57

Daniel Castle

Location:
United States
Daniel Castle Photo 58

Daniel Castle

Location:
United States

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