Daniel Frank Kew, 641048 16Th St NE, Mason City, IA 50401

Known as:

Daniel F Kew Dan F Kew Danellie Kew Dan F Ker

Daniel Kew Phones & Addresses

1048 16Th St NE, Mason City, IA 50401   

Rock Falls, IA   

Osage, IA   

Kensett, IA   

Phoenix, AZ   

Social networks

Daniel Frank Kew

Linkedin

Work

Company: Citi Jan 2013 Address: Foster City Position: Financial advisor

Education

Degree: MBA School / High School: University of San Francisco 1987 to 1991 Specialities: Business

Skills

Investments • Financial Planning • Retirement Planning • Estate Planning • Risk • 401k Rollovers • IRAs • Life Insurance • Investment Advisory Services • Strategic Planning • Asset Allocation • Marketing Strategy • Marketing Management • Trust Services • Strategic Financial Planning

Languages

Chinese, Thai, Spanish

Awards

2011 Top Producer Club - Chase Investment Services • 2010 Top Producer Club - Chase Investment Services • Top Producer 2010 Nor Cal - Chase Investment Services • Concord Elite 2004 - Well Fargo Investments • President's Club 1996 - Citicorp Investment Services • Series 63, 65, 7, Real Estate, and Insurance.

Ranks

Course: MBA, Business Organization: University of San Francisco Description: International Marketing, International Business, International Business, Marketing

Interests

Basketball, Travel, Food, and Outdoor Life.

Industries

Investment Management

Get Report

---

Control this profile

Share profile:

Mentions for Daniel Frank Kew

Daniel Kew resumes & CV records

Resumes

Financial Advisor At Citi Personal Wealth Management

Position:

Financial Advisor at Citi

Location:

San Francisco, California

Industry:

Investment Management

Work:

Citi - Foster City since Jan 2013
Financial Advisor BancWest Investment Services - California Jun 2012 - Jan 2013
Wealth Financial Advisor J.P. Morgan - San Francisco Apr 2009 - Apr 2012
Vice President - Private Client Advisor Wells Fargo Advisors - San Francisco Oct 2003 - Sep 2008
Financial Advisor Bank of America - San Francisco Apr 1997 - Mar 2003
Vice President - Investment Consultant Citicorp Investment Services - San Francisco Bay Area Nov 1994 - Mar 1997
Citigold Executive

Education:

University of San Francisco 1987 - 1991
MBA, Business University of California, Berkeley 1982 - 1984
BA, Architecture

Skills:

Investments, Financial Planning, Retirement Planning, Estate Planning, Risk, 401k Rollovers, IRAs, Life Insurance, Investment Advisory Services, Strategic Planning, Asset Allocation, Marketing Strategy, Marketing Management, Trust Services, Strategic Financial Planning

Interests:

Basketball, Travel, Food, and Outdoor Life.

Honor & Awards:

2011 Top Producer Club - Chase Investment Services 2010 Top Producer Club - Chase Investment Services Top Producer 2010 Nor Cal - Chase Investment Services Concord Elite 2004 - Well Fargo Investments President's Club 1996 - Citicorp Investment Services Series 63, 65, 7, Real Estate, and Insurance.

Languages:

Chinese, Thai, Spanish

NOTICE: You may not use BackgroundCheck or the information it provides to make decisions about employment, credit, housing or any other purpose that would require Fair Credit Reporting Act (FCRA) compliance. BackgroundCheck is not a Consumer Reporting Agency (CRA) as defined by the FCRA and does not provide consumer reports.