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Daniel Goldsmith Location
Saint Paul, MN, US
Daniel Goldsmith Work
Retirement Income Specialist @ (January 2018 - Present)
Partner @ (January 2015 - January 2018)
Financial Advisor @ (January 2011 - February 2015)
Daniel Goldsmith Education
The College of St. Scholastica
Bachelor of Arts (B.A.) (Marketing, Management)
2008-2010
Daniel Goldsmith Skills
401k
Asset Allocation
Asset Management
Customer Service
Disability Insurance
Employee Benefits
Estate Planning
Finance
Financial Goals
Financial Planning
Financial Services
Fixed Annuities
Health Insurance
Insurance
Leadership
Life Insurance
Long Term Care Insurance
Mutual Funds
Portfolio Management
Public Speaking
Qualified Retirement Plans
Retirement
Retirement Plan Consulting
Retirement Planning
Roth IRA
Wealth Management
Daniel Goldsmith Summary
Daniel Goldsmith, based in Saint Paul, MN, US, is currently a Retirement Income Specialist at Ascend Financial Group. Daniel Goldsmith brings experience from previous roles at Minneapolis Financial Group. Daniel Goldsmith holds a 2008 - 2010 Bachelor of Arts (B.A.) in Marketing, Management @ The College of St. Scholastica. With a robust skill set that includes 401k, Asset Allocation, Asset Management, Customer Service, Disability Insurance and more.
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