Shayna Dahan
Client Relationship Manager @Momentum Wealth Advisors
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WORK HISTORY
Client Relationship Manager @Momentum Wealth Advisors
Westchester County, NY, US
I work with a team of financial advisors, CPA, and group benefits specialists at boutique financial advising firm as a licensed life, accident, and health insurance broker. Work with clients to identify insurance needs such as life insurance, long term care, and disability insurance. Utilization of life insurance to provide living benefits and long term care benefits. Creation of life insurance pension plans. Specialize in utilizing insurance to address the needs of high tax bracket/high net worth individuals.
EDUCATION
Columbia University
Master's degree, Pediatric Nurse Practitioner
Columbia University
Bachelors Degree, Registered Nursing/Registered Nurse
Duke University - The Fuqua School of Business
Candidate: Executive MBA
Brandeis University
Bachelor's degree, Latin American Studies
ABOUT SHAYNA DAHAN
I\'ve spent over 15 years working at the intersection of pediatrics, mental health, and…
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