Name variants:
Daniel Swanson
Last updated May 02, 2024
Contact Information
Workplace
Work Incentive Specialist
La Vista, NE
Industry
Individual & Family Services, Social Services
Colleagues
Work History
Work Incentive Specialist
638 north 109Th Plz, Omaha, NE 68154
o Work with disabled individuals to help them understand their benefits as they set goals to return to the workforce
o Continuously learning and updating knowledge of Social Security and S...
from Aug 2015
Financial Advisor
1010 south 120Th St SUITE 200, Omaha, NE 68154
Working with individuals and families creating and executing financial strategies that are tailored to their goals and objectives
from Mar 2015
Financial Advisor
12555 Manchester Rd St, Louis, MO
Help clients articulate and achieve the financial goals, while also exploring ways to help clients protect their achievements
Work personally with clients and their families to ensure top-...
Jul 2011 — Sep 2014
Pastor
700 Waterfield Ridge Pl, Garner, NC 27529
I served as Senior Pastor for four individual rural congregations.
Jun 2008 — Jun 2011
Education
2008 — 2011
2005 — 2008
Occupations
Security
Accountant
Finance and Accounting Specialist
Financial Broker
Financial Consultant
Accounting Bookkeeper
Bookkeeper
Financial Services Professional
Financial Services Sales Agent
Skills
Life Insurance
Iras
Customer Service
Insurance
Team Building
Finance
Strategic Planning
Long Term Care
Leadership
Long Term Care Insurance
401K
Marketing
Term Life Insurance
Disability Insurance
Estate Planning
Portfolio Management
Public Speaking
Asset Management
Sales
Mortgage Lending
Whole Life
Loans
Securities
Small Business
Social Media
Microsoft Office
Public Relations
Banking
Budgets
Event Planning
Coaching
College Savings Plans
Credit
Employee Benefits
Fundraising
Health Insurance
Leadership Development
Microsoft Excel
Microsoft Word
Nonprofits
Marketing Strategy
Social Media Marketing
Social Networking
Event Management
Management