Andrew Daniels Overview

  • Primary Position
  • Managing Princip...

  • Primary Industry
  • B2B

Andrew Daniels General Information

Biography

Mr. Andrew Daniels serves as Managing Principal, Business Development at Commonwealth Financial Network. He joined Commonwealth in 1998 as director of account services, where he worked with his team to develop process improvements; implement new, uniform training procedures; and instill a greater focus on indispensable service. In July 1999, Andrew joined the Field Development team, blending his enthusiasm for the Commonwealth with his outgoing personality to tell the firm's story to advisors in search of a new broker/dealer-RIA. Today, Andrew continues to share the uniqueness of each corner of the firm with prospective advisors, as well as coordinates and integrates the efforts of the Marketing, Recruiting, and Transition departments.

Contact Information

Primary Position
Managing Principal, Business Development, Commonwealth Financial Network
Education
Dartmouth College, BA (Bachelor of Arts)
Harvard Business School, Graduate
Gender
Male
Email
ad
Phone
+1 (781)
Address
  • 29 Sawyer Road
  • Waltham, MA 02453-3483
  • United States
+1 (781)

Andrew Daniels Positions (1)

Firm name Firm type Title Location Industry Since
Commonwealth Financial Network Service Provider Managing Principal, Business Development Waltham, MA Investment Bank

Andrew Daniels Lead Partner on Deals (2)

Company Deal Date Deal Type Deal Size Deal Status Industry Location
Daley Financial Partners 18-Dec-2018 Merger/Acquisition Completed Consulting Services (B2B) Oak Brook, IL
CBD Wealth Management 25-Jun-2015 Completed Other Financial Services Metairie, LA

Andrew Daniels Network (5)

Portfolio Executives (5)

Name Company Role Deal date Location
Daley Financial Partners Advisor, Finance 18-Dec-2018 Oak Brook, IL
Daley Financial Partners Financial Advisor 18-Dec-2018 Oak Brook, IL

Andrew Daniels FAQs

  • Who is Andrew Daniels?

    Mr. Andrew Daniels serves as Managing Principal, Business Development at Commonwealth Financial Network.

  • How much does Andrew Daniels typically invest?

    Andrew Daniels's median deal size is .

  • What is Andrew Daniels’s main position?

    Andrew Daniels’s primary position is Managing Principal, Business Development.

  • What are the contact details for Andrew Daniels?

    Andrew Daniels’s email address is ad and his phone number is +1 (781) .

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