James Danegelis
Financial Planner @Northwestern Mutual
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WORK HISTORY
Financial Planner @Northwestern Mutual
Boca Raton, FL, US
Health & life Insurance, Annuities and Investments
EDUCATION
Palm Beach State College
Business
ABOUT JAMES DANEGELIS
As a financial planner at Northwestern Mutual, I help clients achieve their personal and financial goals by constructing strategies and plans tailored specifically for each individual person. I leverage my expertise in retirement planning, life insurance, annuities, and investments to provide comprehensive and customized solutions that meet the clients\' needs and preferences.Before joining Northwestern Mutual, I was the general manager at Prestige Valet of the Palm Beaches, one of the largest valet companies in South Florida. I was in charge of hiring, scheduling, and payroll for multiple accounts, including PGA National, Braman BMW, Ballpark of the Palm Beaches, and the Honda Classic.I am passionate about helping people and making a positive impact in their lives. I enjoy building long-lasting relationships with my clients and providing them with exceptional service and support. I am always eager to learn new things and improve myself as a professional and as a person. My goal is to become a trusted and respected financial advisor who can help clients achieve their dreams and aspirations.
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