J. Daniel Jimenez
Advising Solutions Specialist
- Role
- Advising Solutions Specialist at Strategies For Wealth Management
- Location
- White Plains, NY, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
About J. Daniel Jimenez
Analytical and detail-oriented Revenue Operations professional with experience in CRM…
Experience
Advising Solutions Specialist
Strategies For Wealth Management
Jul 2025 — Present · Shelton, CT, US
Education
Lehigh University
Bachelor of Science - BS
Southern New Hampshire University
Bachelor of Science - BS, Finance, General
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