First Vice President - Branch Manager

Address: 2649 SOUTH ROAD , POUGHKEEPSIE , NY 12601
Phone: 845-483-7953 | 866-810-6917     Fax: 845-452-7364

My Commitment to You

My Associate(s): Peggy Thompson, Senior Client Associate

My Education & Credentials

  • John Jay Senior High School - Fishkill, NY
  • Blair Academy - Blairstown, NJ
  • Franklin and Marshall College - Lancaster, PA
  • PIM Portfolio Manager

My Community Involvement

  • Grace Smith House - Board Member
  • Greater Southern Dutchess Chamber of Commerce - Board Member
  • Grinnell Library - Board Member
  • Exchange Club of Southern Dutchess - Past President
Securities Registered in the following states: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, KY, MA, MD, ME, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI
Insurance licensed in the following states: CT, FL, NJ, NY, PA, SC, TX
DANIEL SHORT: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: New York : POUGHKEEPSIE Branch