Daniel Crookshanks Email & Phone Number | Tenacious Director of Wealth Management with unmatched relationship building. Thrives in business development while collaborating with internal and external partners at all organizational levels to work seamlessly to achieve results. Thorough knowledge of wealth management lending programs including securities backed lending, residential mortgages, and commercial/business loans. Understands market conditions enabling quick pivots to change business strategies based on needs of leadership. Series 7 & 66 licensed.

Daniel Crookshanks

Tenacious Director of Wealth Management with unmatched relationship building. Thrives in business de...
Carmel, Indiana, United States

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Daniel Crookshanks’s Email dcrookshanks@elements.org

Daniel Crookshanks’s Phone Numbers

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Daniel Crookshanks’s Location Carmel, Indiana, United States

Daniel Crookshanks’s Current Industry

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Work Experience

Ubs

Associate Director, Wealth Management Banker

2022-12-01 00:00:00 - 2024-01-01 00:00:00

Elements Financial

Mortgage Loan Originator

2018-04-01 00:00:00 - 2022-12-01 00:00:00

Pnc

Mortgage Loan Officer

2016-10-01 00:00:00 - 2018-04-01 00:00:00

Wells Fargo Advisors

Associate Vice President, Regional Banking Consultant

2010-07-01 00:00:00 - 2014-03-01 00:00:00

Jp Morgan

Private Banking Relationship Advisor

2009-03-01 00:00:00 - 2010-03-01 00:00:00

Hurlow Wealth Management

Financial Advisor

2008-01-01 00:00:00 - 2009-03-01 00:00:00

Morgan Stanley

District Vice President

2003-04-01 00:00:00 - 2007-11-01 00:00:00

Fifth Third Bank

Vice President, Private Banking

2003-07-01 00:00:00 - 2004-04-01 00:00:00

Prudential Bank And Trust

Vice President, Regional Relationship Manager

2001-03-01 00:00:00 - 2003-07-01 00:00:00

Iproperty Com

Manager, Mortgage Services

2000-06-01 00:00:00 - 2000-12-01 00:00:00

Merrill Lynch

Financial Advisor; Mortgage & Credit Specialist

1993-10-01 00:00:00 - 2000-06-01 00:00:00

Skills

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Languages

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FAQ About Daniel Crookshanks

Daniel Crookshanks is located at
Carmel, Indiana, United States

Daniel Crookshanks is a Tenacious Director of Wealth Management with unmatched relationship building. Thrives in business development while collaborating with internal and external partners at all organizational levels to work seamlessly to achieve results. Thorough knowledge of wealth management lending programs including securities backed lending, residential mortgages, and commercial/business loans. Understands market conditions enabling quick pivots to change business strategies based on needs of leadership. Series 7 & 66 licensed.

Daniel Crookshanks currently works in the

No Languages Available

Daniel Crookshanks has prior
experience in the following industries:
Ubs | Elements Financial | Pnc | Wells Fargo Advisors | Jp Morgan | Hurlow Wealth Management | Morgan Stanley | Fifth Third Bank | Prudential Bank And Trust | Iproperty Com | Merrill Lynch

Daniel Crookshanks has the following professional experience:
Ubs | Elements Financial | Pnc | Wells Fargo Advisors | Jp Morgan | Hurlow Wealth Management | Morgan Stanley | Fifth Third Bank | Prudential Bank And Trust | Iproperty Com | Merrill Lynch