Daniel Yatsyshyn
Investment Consultant @Arbor Financial Advisors, Llc
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WORK HISTORY
Investment Consultant @Arbor Financial Advisors, Llc
Chicago, IL, US
Conducted Market Research and Financial Analysis to support customized client investment plans- Built and refined Excel-based models to evaluate client portfolios and assess financial goals- Assisted mentors in client meetings, learning how to asses financial needs and present planning solutions- Developed and delivered presentations to demonstrate understanding of financial goals and planning strategies.
EDUCATION
John Hersey High School
Symphonic Band/Marching Band
Quinlan School of Business, Loyola University Chicago
Bachelor of Business Administration - BBA
ABOUT DANIEL YATSYSHYN
Hello! I\'m Daniel Yatsyshyn, an Associate Consultant at AHEAD currently participating in…
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