Coayne McDaniels

Coayne McDaniels has over 30 years of experience in the financial services industry, currently serving as a Licensing and Registration Specialist and Director of Advisor Transitions at Valmark Financial Group since January 2000. Responsibilities include coordinating onboarding and offboarding processes, ensuring accurate CRM data management, overseeing Agent of Record changes, and supervising the Transition Team. Prior experience includes roles as a Life and Brokerage Specialist at Rocky Mountain Insurance Network, specializing in large case management and training, and as a Brokerage Associate at MetLife Brokerage, focusing on brokerage operations and client relationship management. Coayne McDaniels holds a BS in Business Administration from Skadron Business College.