We found the following information about Danielle Treitman at Responsible Investment Group, where this professional has worked as a Lpl Financial Planner since 2015. Danielle's total work experience is over eight years, during which time Danielle Treitman had at least three jobs at different places to develop skills. Danielle studied at the Depaul University from 2006 to 2010. This professional received the following certifications: Certified Financial Planner, Series 7/63, and Illinois Life Insurance License. Danielle Treitman is skilled in Spanish. Currently, Danielle Treitman is located in Chicago, Illinois. You can contact with Danielle by searching for phone number or email address or get additional info by requesting access to Danielle Treitman's additional details from SoftwareOfficial.
Name variants:
Daniela Treitman,
Dani Treitman,
Danny Treitman,
Ellie Treitman
Last updated Apr 14, 2024
Contact Information
Last Update
Jul 10, 2022
Email
da**@gmail.com
Location
Chicago, IL
Company
Workplace
Lpl Financial Planner
Chicago, IL
Industry
Financial Services, Investment Advisory Service
Colleagues
Work History
Lpl Financial Planner
120 south State St FLOOR 3, Chicago, IL 60603
My focus is on "big picture" financial planning. This entails comprehensive knowledge on retirement planning, insurance, taxes, estate, education, budgeting, and debt management. My objectiv...
from Jan 2015
Financial Connect Specialist
455 north Cityfront Plaza Dr, Chicago, IL 60611
Provides guidance, information and education on a wide variety of financial topics including budgeting, debt, mortgages, retirement planning, taxes, and estate planning for clients via phon...
Jul 2012 — Jan 2015
Education
2006 — 2010
Occupations
Financial Broker
Financial Planner
Accountant
Finance and Accounting Specialist
Financial Management Analyst
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper
Skills
Microsoft Office
Microsoft Word
Powerpoint
Research
Microsoft Excel
English
Finance
Customer Service
Windows
Outlook
Budgets
FAQs about Danielle Treitman
What is the main profession of Danielle Treitman?
Danielle Treitman is a Lpl Financial Planner.
What are the main profession of The expert?
These person's professions are Financial Broker and Financial Planner
Where does Danielle Treitman live?
Chicago, Illinois is the place where Danielle Treitman currently lives
Does Danielle Treitman have the email address?
da**@gmail.com is Danielle's email address.
How many companies did Danielle Treitman work at?
The professional worked at three jobs.
What education does Danielle Treitman have?
Danielle studied at the Depaul University from 2006 to 2010.
Are there any professional certifications Danielle Treitman has?
The professional received the following certifications: Certified Financial Planner, Series 7/63, Illinois Life Insurance License, and Series 7 and 63 Through Lpl Financial.
What languages does Danielle Treitman speak?
Danielle Treitman speaks Spanish.