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Daniel F

Passionate about helping people with their money

Occupation:

Personal Financial Advisor

Location:

Chandler, AZ

Education Level:

Bachelor

Will Relocate:

Description

Accomplishments

Highlights:

Companies I like:

USAA, American Funds, Fidelity, Ron Blue

Job Skills

P&L responsibilities
Presentation
Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts.
Technology Solutions
Sales Support
Software Implementation
Requirements Analysis & Specification
Leadership

Keywords

Financial Advisor
Financial Planner
Portfolio Manager
CFP
CFA

Responsibilities

Progressed from operations specialist to financial planner to portfolio manager at independent asset management firm, In a time of heavy turnover of co-workers provided continuity of business