Daniel Kochsmeier

About Daniel Kochsmeier

Growing up, my father and I bonded over the stock market. He would teach and encourage me to learn about the finance industry at a young age. This experience was the beginning of a journey that developed my interest for the markets and ignited my desire to have a career in the finance field. Over the years, I have developed a passion to help others and assist them in reaching their financial goals. I am highly motivated and continue to sharpen my skills through various opportunities. My prior roles have taught me how to provide exceptional customer service and effective communication. I have a passion to serve others and genuinely care to build lasting instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

1. Financial Advisor

   Edward Jones

   Feb 2019 — Present · Bethlehem, PA, US

   As a financial advisor for Edward Jones, I want to understand what\'s most important to you. I use an established process to build personalized strategies and partner together to help individuals and businesses reach their goal.I use strategic planning to prepare individuals for some of the most important parts of life: retirement, education goals, estate considerations, preparing for the unknown.

Education

• Cedarville University

  Bachelor of Science (B.S.), Finance and Business Management

  2013 — 2017

• Lehigh Valley Christian High School

  High School Diploma, General

  2009 — 2013

Skills

• Investments
• Powerpoint
• Microsoft Excel
• Teamwork
• Business
• Microsoft Word
• People Skills
• Microsoft Office
• Finance
• Hardwork
• Problem Solving
• Motivation
• Diligent
• Leadership