Daniel Lloyd

Daniel Lloyd has a diverse work experience in the financial and insurance industry. Daniel started their career in 2001 as the President and CEO of Catholic Family Life Insurance, where they served until 2010. From there, they joined Catholic Financial Life as an Advisor, providing financial planning assistance to clients until 2015. Daniel then transitioned into the role of Regional Manager, responsible for recruiting and training advisors, until 2018. Since 2019, they have been serving as the Director of Business Development at Catholic Financial Life. Additionally, in 2012, Daniel worked as an Investment Advisor Representative at MWA Financial Services, Inc.

Daniel Lloyd attended the University of Wisconsin-Oshkosh from 1979 to 1983, where they earned a Bachelor's of Business Administration (BBA) degree with a focus in Accounting. Daniel also obtained additional certifications including CLU from the American College, CPA from the State of Wisconsin, ChFC from the American College, and FICF from NAFIC. However, no information is provided about the specific months or years in which these certifications were obtained.