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

  1. 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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J. Daniel Jimenez — Advising Solutions Specialist at Strategies For Wealth Management in White Plains, NY, US | Unifers