Daniel Billings

Financial Representative |Retirement Planning

Role
Financial Representative at Rise North Capital
Location
Boston, MA, US
LinkedIn followers
500 followers
Sales & Business DevelopmentView LinkedIn profile

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

  1. Financial Representative

    Rise North Capital

    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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Daniel Billings — Financial Representative at Rise North Capital in Boston, MA, US | Unifers