Margaret Daniels
- Role
- Wealth Management Advisor at TIAA
- Location
- Lexington, KY, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Margaret Daniels
Over ten years of experience combining high-level sales and marketing knowledge with deep…
Experience
Wealth Management Advisor
Present
Skills
- Product Launch
- Fixed Income
- Portfolio Performance Analysis
- Capital Markets
- Bloomberg
- Crm
- Banking
- Sales Presentations
- Wealth Management
- Strategic Thinking
- Asset Management
- Closing Deals
- Customer Retention
- Consultative Approach
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