Daniel West
About Daniel West
Daniel West is a Financial Services Representative at TD Ameritrade with previous experience at Citi and Raymond James.
Title
Daniel West currently holds the title of Financial Services Representative at TD Ameritrade. His role involves assisting clients with their financial transactions, addressing customer inquiries, and providing financial advice. He has been serving in this position since 2021.
Career Experience at Citi
Daniel previously worked at Citi as a Mortgage Loan Officer. From 2019 to 2020, he was responsible for evaluating loan applications, approving or denying mortgage loans, and assisting customers throughout the mortgage lending process. His tenure at Citi lasted 7 months and was based in Weldon Spring, Missouri.
Internship Experience at Raymond James
In the summer of 2017, Daniel completed a two-month internship at Raymond James in Ladue, MO. During his internship, he gained practical experience in financial services, supporting the team with various tasks related to investment management and client services.
Education and Expertise
Daniel West studied at Truman State University, where he earned a Bachelor of Business Administration (BBA) with a focus on Management and Marketing. He attended the university from 2015 to 2019, acquiring a strong foundation in business principles and practices.