Daniel Conley is a Registered Client Associate with 10 years of experience in the financial services industry. Prior to joining Wells Fargo Advisors in 2021, he worked as a Personal Banker with several of the nation’s largest financial institutions with a focus on high-net worth client and small business relationship management, financial products, federal regulations, bank policies & procedures, consumer lending, and credit analysis (no longer offers these services).
As a Registered Client Associate, he assists the professional Financial Advisors with service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence, handling FA and client requests for account related information, establishing and servicing client accounts, and researching account inquiries and/or issues.
Prior to entering the industry, Daniel attended DePaul University, where he graduated with Bachelor of Arts in Public Policy.