Jacob Jd Danowski
Fiduciary and Fee-Only financial planner helping individuals, families, and business owners plan for the future.
- Role
- Financial Advisor at Savant Wealth Management
- Location
- Arlington Heights, IL, US
- LinkedIn followers
- 500 followers
About Jacob Jd Danowski
Savant Wealth Management is an independent, fee-only wealth management firm providing comprehensive financial advice and services to individuals, families, and businesses across the nation including retirement planning, insurance and risk management, debt management, educational planning, income tax planning, investment planning, estate planning, business planning and succession, and charitable planning. We are committed to helping our clients pursue peace of mind, build a vision, and find meaningful purpose in life.
Experience
Financial Advisor
Apr 2024 — Present · Lincolnshire, IL, US
Education
University of Wisconsin-Milwaukee
Finance, Business Administration and Management, General
2015
Skills
- Leadership
- Marketing
- Employee Training
- Financial Analysis
- Microsoft Office
- Sales
- Data Analysis
- Client Development
- Mortgage Underwriting
- Powerpoint
- Microsoft Excel
- Customer Service
- Critical Thinking
- Leadership Development
- Mortgage Banking
- Teamwork
- Customer Experience
- Team Leadership
- Strategic Prospecting
- Data Entry
- Time Management
- Real Estate Transactions
- Credit Analysis
- Customer Satisfaction
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