Daniel M. Greene

Current Employers

Employment History

• 02/2012 → 05/2022
  Putnam Retail Management
  Boston, MA
• 05/2022 → Present
  Raymond James Financial Services, Inc
  Brentwood, TN
• 05/2022 → Present
  Raymond James Financial Services Advisors, Inc
  Brentwood, TN
• 05/2022 → Present
  Pinnacle Bank/Pinnacle Financial Partners
  Brentwood, TN

Previous Registrations

• 2020-04-14 → 2022-05-10
  Putnam Investment Management, Llc
  Boston, MA

Other Businesses

(1)Name of Business: 315, Inc Address: 219 Long Valley Rd , Brentwood , TN, 37027, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 01/01/2006 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Part Land owner with small group (2)Name of Business: LDG Development Address: 219 Long Valley Rd , Brentwood , TN, 37027, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/30/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Investor Only - Property will be managed by Property Management firm (3)Name of Business: Massey & Greene Development Address: 119 W Main St, Sackets Harbor , NY, 13685, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 05/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Investing Money to purchase business. Will have no role other then financial backing of the business (4)Name of Business: Pinnacle Asset Management Address: 1717 Mallory Ln, Brentwood, TN, 37027-7934, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/09/2022 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor - build relationships with Pinnacle partners, seek prospects for bank and PAM offerings, meet with clients to discuss financial goals and objectives, manage client investment accounts.\n\n (5)Name of Business: Pinnacle Bank/Pinnacle Financial Partners Address: 1717 Mallory Ln, Brentwood, TN, 37027-7934, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 05/09/2022 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor - build relationships with Pinnacle partners, seek prospects for bank and PAM offerings, meet with clients to discuss financial goals and objectives, manage client investment accounts.\n\n

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-03-12
• S63 Uniform Securities Agent State Law Examination
  2002-05-23

Other Names

• Daniel Mitchel Greene
• Dan M. Greene