Daniel Billings
Financial Representative |Retirement Planning
- Role
- Financial Representative at Rise North Capital
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Daniel Billings
With an MBA from St. John Fisher University, I\'ve transitioned into a role as a Financial Representative with Rise North Capital, where my core competencies in retirement planning and life insurance drive my daily activities. My educational background in Business Administration and Management has provided a strong foundation for understanding the complexities of personal finances.At Rise North Capital, our team seeks to develop tailored financial strategies that align with our clients\' goals. My experience has honed my skills in creating comprehensive strategies that cater to the diverse needs of individuals across multiple states. I\'m dedicated to contributing to a culture of excellence and bringing a broad perspective to our collective efforts in helping clients secure their financial futures.
Experience
Financial Representative
Jul 2023 — Present · Boston, MA, US
Daniel Billings is licensed to sell insurance in Massachusetts, Washington, Pennsylvania, Ohio, Oregon, Idaho, Nevada, Arizona, New Jersey, Maryland, Oklahoma, Connecticut, Georgia, Illinois, Texas, Virginia and New York. An endorsement of this individual may not reflect others\' views or experienceTC13•••••••33
Education
Keuka College
Bachelor's degree, Business Administration and Management, General
St. John Fisher University
Master of Business Administration - MBA
St. John Fisher University
Master of Business Administration - MBA, Business Administration and Management, General
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