Danielle Cefalu

Senior Registered Client Service Associate - Stifel @Stifel Financial Corp.

Saratoga Springs, NY, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2021 — Present

Senior Registered Client Service Associate - Stifel @Stifel Financial Corp.

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SKILLS

NegotiationFinancial TransactionsReferral NetworkingFirst Time Home BuyersInvestment PropertiesTeam BuildingCrpcEntrepreneurshipSkilled Relationship BuilderClient Service OrientedInsuranceClient AssessmentTerm Life InsuranceReferralsCreditRefinanceSalesMarketingCustomer ServiceCoachingCold CallingDisability InsuranceDomestic Partner PlanningClient-OrientedInvestorsClient-FocusedLoansFinancialsBusiness NetworkingBuilding ClienteleContract NegotiationSmall BusinessAamsReal EstateLeadershipBusiness PlanningWhole LifeSellingBankingNew Business Development

ABOUT DANIELLE CEFALU

Danielle has dedicated herself to thoroughly understanding the priorities of Top…

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Danielle Cefalu — Senior Registered Client Service Associate - Stifel at Stifel Financial Corp. in Saratoga Springs, NY, US | Unifers