Daniel Gonzalez
Regional
- Role
- Financial Consultant at Fidelity Investments
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Daniel Gonzalez
Experienced Vice President with a demonstrated history of working in the financial…
Experience
Financial Consultant
Nov 2023 — Present · Covington, KY, US
Education
University of Louisville
Bachelor of Business Administration (BBA), Finance, General
1994 — 1999
Skills
- Financial Advisory
- Interpersonal Skills
- Alternative Investments
- Analytical Skills
- Closed-End Funds
- Hold Series 7
- Asset Management
- Portfolio Management
- Microsoft Office
- Sales
- Insurance
- Etfs
- Microsoft Excel
- Fin
- Sales Operations
- Customer Service
- Securities
- Cultural Diversity
- Finance
- Wealth Management
- Series 66
- Asset Allocation
- Mutual Funds
- Investments
- Direct Sales
- Life & Health Insurance Licenses
- Sales Management
- Financial Services
- Retirement Planning
- Series 63
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