Jennifer Danko
33355 Bayberry Court ,OH
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
28
28
years of professional experience
Work History
Financial Consultant
LPL Financial
04.2019 - Current
- Assisted walk-in traffic with identifying financial needs and goals to provide customized solutions.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Facilitated presentation and recommendation of services by optimizing client relationships.
- Assisted clients with estate planning to organize distribution of assets based on client wishes.
Education
Finance
Rocky River High School
Rocky River, OH06.1993
Skills
- Mutual Funds
- Investment Advice
- Trend Analysis
- Stock Market Understanding
Timeline
Financial Consultant
LPL Financial
04.2019 - Current
Finance
Rocky River High School