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Daniel Greenfield Location
Los Angeles, CA, US
Daniel Greenfield Work
Financial Consultant @ (January 2026 - Present)
Financial Consultant @ (October 2019 - December 2025)
Regional Vice President @ (July 2024 - June 2025)
Prospective Regional Vice President @ (April 2023 - June 2024)
Sales And Marketing Specialist @ (February 2019 - September 2019)
Valet Attendant @ (June 2018 - September 2018)
Talent Agent Intern @ (June 2017 - September 2017)
Daniel Greenfield Education
University of California, Davis
Bachelor of Science - BS (Managerial Economics)
Daniel Greenfield Skills
529 Plans
Asset Allocation Strategies
Decisive and proactive nature
Employee Benefits
Estate Conservation Strategies
Excellent communication
Highly organized
Income Protection
Insurance Services
Leadership
Long Term Care Planning Needs
Marketing
Mutual Fund Strategies
Objection Handling
Quick to adjustment
Retirement Planning Specialist - Qualified Plans
Risk Management
Tax-Efficient Investment Strategies
Wealth Management Strategies
Daniel Greenfield Summary
Daniel Greenfield, based in Los Angeles, CA, US, is currently a Financial Consultant at Equitable Advisors. Daniel Greenfield brings experience from previous roles at Equitable Advisors and Welk Resorts. Daniel Greenfield holds a Bachelor of Science - BS in Managerial Economics @ University of California, Davis. With a robust skill set that includes 529 Plans, Asset Allocation Strategies, Decisive and proactive nature, Employee Benefits, Estate Conservation Strategies and more. Daniel Greenfield has 1 emails and 1 mobile phone numbers on RocketReach.
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