Destinee G.
Financial Services Professional | ChFC® Candidate | SIE in Progress | Client Development & Market Research Background
- Role
- Principal, Market Research (Independent) at Gregory Capital
- Location
- New Milford, NJ, US
- LinkedIn followers
- 500 followers
About Destinee G.
I am a financial services professional transitioning into a licensed advisory role, with a background in client development, analytical market study, and disciplined decision-making.I am currently completing the Chartered Financial Consultant® (ChFC®) program and preparing for the FINRA Securities Industry Essentials (SIE) exam as part of a structured path toward full licensure.My experience includes client-facing roles in business development and independent market research, which I am now pairing with formal financial planning education to support long-term, client-focused advisory work.
Experience
Principal, Market Research (Independent)
Apr 2023 — Present · NJ, US
Education
SUNY Oneonta
Bachelor’s Degree, Mass Communication/Media Studies
2015 — 2019
The American College of Financial Services
Financial Planning and Services
Parsons School of Design - The New School
Certificate , Strategic Design Management
2012 — 2015
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.