Daniel Yuftczak
Relationship Manager @OneDigital
St. Petersburg, FL, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jul 2020 — Present
Relationship Manager @OneDigital
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SKILLS
Investment ManagementEquitiesPublic SpeakingCrpcDefined Contribution401k RolloversSalesFinancial Planning401kQualified Retirement PlansFinraChange ManagementLean InitiativesWealth ManagementSeries 63Relationship ManagementInvestment StrategiesDefined BenefitHiringBusiness Process ImprovementSeries 7Retirement PlanningPensionsInvestment AdvisorySeries 6Series 24Asset ManagementFinancial ServicesFixed IncomeAsset AllocationInvestmentsRetirement Plan ConsultingSeries 66Portfolio ManagementEmployee BenefitsFinancial AdvisoryMutual FundsPersonnel SupervisionSix Sigma
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