Daneen Gimson
Regional Platform Sales Manager at First Citizens Investor Services
- Role
- Regional Platform Sales Manager at First Citizens Wealth
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Experience
Regional Platform Sales Manager
Dec 2024 — Present · Charlotte, NC, US
Education
University of Memphis
Communications
1994 — 1997
Skills
- Financial Planning
- Whole Life
- Financial Advisory
- Long-Term Care
- Leadership
- Estate Planning
- Financial Services
- Retirement
- Management
- Relationship Management
- 401k
- Series 6
- Retirement Planning
- Insurance
- Finra
- Life
- Disability Insurance
- Sales Presentations
- Sales Management
- Iras
- Travel Planning
- Travel Management
- Life
- Series 63
- Marketing
- Variable Annuities
- Underwriting
- Strategic Planning
- Health Insurance
- Fixed Annuities
- Term Life Insurance
- Long Term Care Insurance
- Series 7
- Investments
- Operations Management
- Wealth Management
- Sales
- Financial Planners
- Banking
- Mutual Funds
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