Daniel Mitchell, CFP(R) EDP

SMARTstart Program Director at Pasco Economic Development Council
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Tampa, Florida, United States, US
Languages
  • English -

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • EDP - Entrepreneurship Development Professional
    International Economic Development Council
    Nov, 2022
    - Sep, 2024
  • Certified Financial Planner (tm)
    -

Experience

  • Pasco Economic Development Council
    • United States
    • Non-profit Organization Management
    • 1 - 100 Employee
    • SMARTstart Program Director
      • Jan 2019 - Present
  • Thrivent Financial
    • United States
    • Investment Management
    • Financial Associate
      • Jan 2016 - Nov 2017

      Daniel Mitchell Designations: CERTIFIED FINANCIAL PLANNER™ No matter what your financial goals are, achieving them requires ongoing strategy and preparation. As an experienced professional, I develop integrated strategies that are specific to your individual situation. Whether you're just starting out or planning the retirement you've always dreamed about, I can help you meet your goals. As a Fortune 500 not-for-profit membership organization, Thrivent Financial helps its members achieve financial security by offering a broad range of products and services. What makes us different is what makes us strong. Because Thrivent Financial is membership-owned, we don’t answer to shareholders. We make decisions based on our members' best interests. In addition, we make it easier for you to help your congregation and community through outreach programs and activities. For important disclosure information, visit thrivent.com/social Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the United States, which it awards to individuals who successfully complete the CFP Board's initial and ongoing certifications requirements. Show less

  • USAA
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Feb 2013 - Dec 2015
  • Edward Jones
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Aug 2006 - Feb 2013

      Series 7 & Series 66 Licensed Series 7 & Series 66 Licensed

  • Seminole Gulf Railway
    • United States
    • Truck Transportation
    • 1 - 100 Employee
    • Actor
      • 2007 - 2008
  • Zap Logo Marketing
    • Founder
      • Jan 2000 - Jul 2006
  • Office Max
    • Pakistan
    • Furniture and Home Furnishings Manufacturing
    • Print Services Sales
      • Jan 2003 - Jul 2003

      Print sales and service. Outside and inside sales & production. Print sales and service. Outside and inside sales & production.

  • Florida Gulf Coast University
    • United States
    • Higher Education
    • 700 & Above Employee
    • Student Treasurer
      • Jan 2001 - Jul 2002

Education

  • College for Financial Planning
    Financial Planning and Services
    2013 - 2014
  • Florida Gulf Coast University
    Bachelor of Arts (B.A.), Business Administration and Management, General
    1999 - 2003

Community

You need to have a working account to view this content. Click here to join now