Daniel Kelly
Client Service Associate at Douglas C. Lane & Associates, LLC
- Role
- Client Service Associate at Douglas C. Lane & Associates, Llc
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Daniel Kelly
Financial professional with experience as a Relationship Banker, Financial Professional…
Experience
Client Service Associate
Douglas C. Lane & Associates, Llc
May 2022 — Present · New York, NY, US
Education
Lynbrook High School
High School
Salve Regina University
Bachelor's degree
Skills
- Wealth Management
- Insurance Planning
- Estate Planning Strategies
- Financial Management
- Excel
- Asset Allocation Strategies
- Customer Service
- Communication
- Teamwork
- College Planning Strategies
- Management
- Project Management
- Strategic Planning
- Social Networking
- Retirement Planning
- Tax-Deffered Investment Planning
- Powerpoint
- Microsoft Excel
- Time Management
- Microsoft Powerpoint
- Microsoft Office
- Event Management
- Hospitality
- Microsoft Word
- Team Leadership
- Social Media
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