John Danielson
Financial Advisor | Retirement | Portfolio Reviews | Risk Assessment| Strategic Planning
- Role
- Financial Advisor at Edward Jones
- Location
- Kalispell, MT, US
- LinkedIn followers
- 500 followers
About John Danielson
As a financial advisor at Edward Jones I look forward to partnering with the serious…
Experience
Financial Advisor
Apr 2018 — Present · Kalispell, MT, US
As a financial advisor at Edward Jones I look forward to partnering with the serious, long-term, individual investor. I will listen, truly listen, to you in order to understand what is most important. We will then develop a tailored solution to help map out a path to help you reach your financial goals.My branch office administrator is the smiling face as you enter the door to our branch. She has been with Edward Jones since 2015 and is dedicated to providing you with the highest level of service possible. As a team, we are dedicated to providing highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.
Education
Idaho State University
Bachelor of Science, Psychology
2003 — 2007
Skills
- Word
- Resume Writing
- Leadership Development
- Counseling
- Problem Solving
- Case Management
- Strategic Planning
- Government
- Excel
- Compliance
- Powerpoint
- Career Counseling
- Non-Profits
- Economic Development
- Grant Writing
- Editing
- Conferences
- Community Outreach
- Mentoring
- Career Development
- Budgeting
- Microsoft Office
- Writing
- Interviewing
- Change Management
- Training
- Public Speaking
- Policy
- Outlook
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