Danielle Washington is a skilled professional, working in Polaris Greystone Financial Group main office of which is in 1189. as a Retirement Plan Advisor since 2016. Danielle has earned professional experience in more than six positions at various companies. Danielle Washington went to the Oakland University and got education from 2017 to 2018. Detroit, Michigan is the area, where the professional was lastly known to settle. This professional's e-mail and phone can be accessed through this website by request.
Name variants:
Daniela Washington,
Dani Washington,
Danny Washington,
Ellie Washington
Last updated May 04, 2024
Contact Information
Last Update
Jul 7, 2022
Email
da**@prudential.com
Location
Detroit, MI
Company
Polaris Greystone Financial Group, Llc
Workplace
Retirement Plan Advisor
Work History
Retirement Plan Advisor
824 East St, San Rafael, CA 94901
Advising and educating 401k participants on current financial matters as it applies to their retirement goals.
Sep 2016 — Apr 2019
Senior Manager - Private Client Services
3500 Embassy Pkwy, Akron, OH 44333
from Apr 2019
Financial Advisor, Investment Advisor Representative
Newark, NJ
Advising individuals on investment matters, portfolio building, wealth transference, and protection of assets.
Sep 2015 — Aug 2016
Financial Consultant
1 Citizens Plz, Providence, RI 02903
I help my clients devise a structured plan to reach their financial goals by investing in mutual funds, annuities, managed money, and life insurance.
Aug 2013 — Sep 2015
Education
Occupations
Executive
Senior Manager
Advisor
Accountant
Finance and Accounting Specialist
Operations Manager
Accounting Bookkeeper
Bookkeeper
Skills
Investments
Mutual Funds
Fixed Annuities
Finance
Banking
Credit
Loans
Customer Service
Financial Analysis
Mortgage Lending
Portfolio Management
Risk Management
Retail Banking
Sales
Credit Analysis
Life Insurance
Consumer Lending
Financial Services
Loan Origination
Wealth Management
Relationship Management
Branch Banking
Financial Planning
Commercial Banking
Commercial Lending
Small Business Lending
Cross Selling
FAQs about Danielle Washington
What is the main profession of Danielle Washington?
This professional's job is Senior Manager
What jobs is Danielle Washington a professional at?
Danielle is proficient at such jobs as Executive and Senior Manager.
Where does Danielle Washington live?
Detroit, Michigan is the place where Danielle Washington currently lives
What is Danielle Washington's email?
Danielle Washington's email is da**@prudential.com.
Where did Danielle Washington work?
This expert worked at Polaris Greystone Financial Group, Llc, Sequoia Financial Group.
What education does Danielle Washington have?
Danielle studied at the Oakland University from 2017 to 2018.
What is professional industry that Danielle Washington worked in?
This person works in Financial Services industry.
What are professional skills of Danielle Washington?
Danielle Washington has the following skills: Investments, Mutual Funds, Fixed Annuities, Finance, Banking, Credit, Loans, Customer Service, Financial Analysis, Mortgage Lending, and Portfolio Management.