William Daniels
Financial Advisor at Janney Montgomery Scott LLC
- Role
- Financial Advisor at Janney Montgomery Scott LLC
- Location
- Williamsport, PA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About William Daniels
With over a decade of experience in the financial services industry, and direct access to…
Experience
Financial Advisor
Sep 2018 — Present · Williamsport, PA, US
Education
Bloomsburg University of Pennsylvania
Bachelor of Science (BS)
1990 — 1995
Skills
- Public Speaking
- Risk Management
- Sales Management
- Financial Advisory
- Customer Service
- Insurance
- 401k Planning
- Wealth Preservation Planning
- Strategic Planning
- Financial Analysis
- Leadership
- Finance
- Management
- Team Building
- Business Owner Planning
- Retirement Planning
- Investments
- Process Improvement
- Sales
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