Jesse Daigle

Partner @Altus Wealth Management

Baton Rouge, LA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

May 2012 — Present

Partner @Altus Wealth Management

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I specialize in financial plans which are consistent with an individual’s present and future financial needs and objectives. I apply my financial planning knowledge with my interpersonal communication skills to develop strong relationship with our high net worth clientele. I have also built a network of professionals including CPAs, attorneys, and employee benefit specialists to enhance our client services.

EDUCATION

1989 — 1994

Louisiana State University

Bachelor of Science

SKILLS

Retirement PlanningInvestmentsWealth ManagementStrategic Financial PlanningFinanceEmployee BenefitsSecuritiesFinraFinancial ServicesHigh Net Worth IndividualsStrategic PlanningBusiness Strategy

ABOUT JESSE DAIGLE

Altus Wealth Management, LLC

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