Daniel Okula

Experience

1. Financial Services Representative

   Foresters Financial

   Jun 2016 — Present · CA

   My name is Daniel Okula and I am a Financial Services Representative in San Diego, CA with Foresters Financial Services, Inc, a company dedicated to providing everyday families and individuals with financial solutions, guidance and tools, to meet their needs across all life stages.I offer personalized service combined with a long-term approach and fresh thinking to help my clients:• Save and invest for retirement, education and other life events• Create retirement income strategies • Protect the ones they love• Plan their legacy We are part of Foresters™, an international financial service provider that gives back to the community and cares deeply about family well-being. Each year Foresters organizes thousands of community activities, providing financial contributions and hands-on volunteerism in support of charitable partners that make a meaningful and lasting impact in local communities. It is my goal to build solid relationships and long-term value to help my clients grow, protect and enjoy what they have—by making sure their financial strategies work as hard as they do. If you’re interested in reviewing your financial goals with me, please contact me at 85••••••30 EXT 314 or by e-mail at D••••••••@foresters.com.

Skills

• Management
• Metatrader
• Planning Budgeting & Forecasting
• 401k Rollovers
• Data Analysis
• Php
• Ms Excel Pivot Tables
• Mysql
• 403b
• Microsoft Office
• Life Insurance
• Mutual Funds
• Customer Service
• Social Media
• Metaquotes
• Microsoft Excel
• Stock Trading
• Strategic Planning
• Powerpoint
• Leadership
• Microsoft Word
• Retirement Planning
• Dynamic Asset Allocation
• Risk Management
• Fx Trading