Cosmo Danielly
- Role
- Financial Advisor at Equitable Advisors
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Cosmo Danielly
C••••••••@EQUITABLE.COM MY PROFESSIONAL EXPERIENCE: • I have been a…
Experience
Financial Advisor
Jan 2022 — Present
My goal is to provide valued service and develop deep relationships with clients by leveraging Equitable’s offerings and resources, to simplify individuals’ and companies’ financial needs and apertures.
Skills
- Finance
- Team Management
- Direct Marketing
- Marketo
- Business Process Re-Engineering
- Analysis
- Business Process
- Process Improvement
- Program Management
- Finance and Investment
- Database Marketing
- Education Planning
- Business Succession Planning
- Retirement and Career Transition Planning
- Segmentation
- Leadership
- Analytics
- Strategy
- College Savings Strategies
- Project Management
- Sdlc
- Change Management
- Software Project Management
- Crm
- Marketing Strategy
- Customized Investment Strategies
- Data Analysis
- Cross-Functional Team Leadership
- Personal Retirement Strategies
- Requirements Analysis
- Business Strategy
- Management
- Business Analysis
- Advice and Guidance
- Management Consulting
- Behavioral Finance
- Strategic Planning
- Marketing
- Business Intelligence
- Sfdc
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