Jan 17, 2017 -
Daniel Emanuele, Senior Vice President and Private Banking Manager, and Timothy Draper, Private Banking Relationship Manager, of Ledyard National Bank are among an elite group of financial professionals obtaining the Certified Wealth Strategist® designation, administered by Cannon Financial Institute. This designation is awarded to those individuals completing a comprehensive program of study surrounding key wealth management issues facing clients’ today.
Obtaining the Certified Wealth Strategist® designation provides financial services professionals with the technical knowledge, practice management processes and the client communication skills needed to create and build a client centric wealth advisory practice. The primary goal of the Certified Wealth Strategist® practice is to work as an effective partner for their clients with more complex wealth issues.
“The creation of the CWS® designation was in response to a need in the industry for a practical, application-based certification program for financial professionals. Specifically, in volatile times like the present, a respected financial service professional requires the skill set of a “trusted advisor”. Defined as an advisor with not only the competencies to understand their clients specific wealth needs but the conversational skills to communicate it in a way that the client comprehends. Completing this designation distinguishes the recipient for their commitment to their clients’ financial future,” said Phil Buchanan, Chairman of the Board, Cannon Financial Institute.
Daniel P. Emanuele has been a professional banker for 26 years, holding various responsibilities as a Portfolio Manager, Risk Manager, Commercial Relationship Manager and Private Banker. While living in New York City and Washington, D.C., Dan managed a portfolio of real estate secured loans for the National Cooperative Bank and liaised with secondary market investors in delivering other portfolios of real estate secured loans. In 1998, he moved to Vermont, taking a position as a Risk Manager. Following that position, Dan managed a portfolio of commercial relationships located throughout northern New England. Over the past ten years, he has worked primarily in commercial lending and in private banking, utilizing his experience to build comprehensive relationships with a variety of professional clients. Dan received a B.A. from the State University of New York College at Geneseo in 1990 and an M.A. from the State University of New York College at Brockport in 1992. An active member of his community, Dan serves as a Board Director for the Good Neighbor Health Clinic and the Hartland Elementary School in Vermont.
Timothy Draper joined Ledyard National Bank in 2013 as Mortgage Loan Originator. In that capacity he offered a wide range of mortgage financing solutions to clients throughout the Upper Valley. As a Private Banker, Tim manages a portfolio of banking and financial relationships for professional clients and their families. Tim utilizes a consultative approach in delivering Ledyard’s full array of products while providing service that is tailored to meet each of his clients' unique needs. Tim continues to provide mortgage banking solutions specifically to his Private Banking clients. As a Private Banking Relationship Manager, he is able to draw upon his experience to develop a comprehensive understanding of his clients' objectives and aspirations. With this understanding, Tim provides financial and banking solutions that meet Private Banking clients, immediate, emerging and long term goals. Tim graduated from Plymouth State University with a degree in business management, is a 2013 graduate of Leadership Upper Valley, and currently sits on the Board of Directors for the Business Advisory Council of Project Search. Tim is also on the Hanover Area Chamber of Commerce Golf Committee and has served on the Granite United Way Corporate Division.
The Certified Wealth Strategist® education and designation are administered by Cannon Financial Institute. The CWS® Board of Standards awards credentials to individuals who successfully complete initial and ongoing certification requirements. To learn more about this program visit www.cannonfinancial.com for details.