Jan Gleisner
Helping Successful Professionals, Executives & Business Owners GROW and PRESERVE WEALTH
- Role
- President at Hafnia Financial, Inc
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
President
Aug 2021 — Present · Del Mar, CA, US
Education
Roskilde University
Bachelor's degree, Business
1995 — 1998
Roskilde University
Master's degree, Business & Communication (Cand.Scient.Soc)
1998 — 2000
Skills
- Business Development
- Wealth Management
- Institutional Investments
- Financial Markets
- Wealth Management Services
- Asset Allocation
- Financial Advisory
- Risk Management
- Retirement
- Strategic Financial Planning
- Estate Planning
- Financial Planning
- Holistic Financial Planning
- Retirement Planning
- Investment Management
- Iras
- Institutional Investors
- Fund of Funds
- Futures
- Strategy
- Private Placements
- Asset
- Life Insurance
- Finance
- Management
- Equities
- Capital Markets
- Investment Strategies
- Separately Managed Accounts
- Institutional Sales
- Options
- Equity Indexed Annuities
- Chinese Investors
- Financial Services
- High Net Worth Individuals
- Insurance
- Leadership
- Fixed Annuities
- Indexed Universal Life Insurance
- Asset Managment
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