Danielle Johnson Sandoval
Wealth Manager at Creative Planning, LLC
- Role
- Private Wealth Manager at Creative Planning
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Danielle Johnson Sandoval
Dani is a Private Wealth Manager at Creative Planning. Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. SpecialtiesWealth Management, Investment Management for Individuals, Businesses, and Charities, Financial Planning, Wills, Trusts, and Estate Planning, Tax Planning, Charitable Planning, Business Succession Planning, Risk Management
Experience
Private Wealth Manager
Oct 2023 — Present · Houston, TX, US
Education
Louisiana State University
Bachelor's Degree, Finance
2011 — 2015
Skills
- Visio
- Sharepoint
- Microsoft Office
- Teamwork
- Financial Reporting
- Microsoft Access
- Microsoft Excel
- Project Planning
- Finance
- Strategic Financial Planning
- Public Speaking
- Powerpoint
- Leadership
- Microsoft Word
- Customer Service
- Social Media
- Financial Analysis
- Investments
- Accounting
- Insurance
- Access
- Sales
- Financial Planning
- Microsoft Powerpoint
- Customer Relationship Management (Crm)
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