Daniel Jackson Email & Phone Number
Senior Client Service Associate @ Doyenne Wealth Advisors
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Daniel Jackson Location
- Chicago, IL, US
Daniel Jackson Work
- 2026 -now Senior Client Service Associate @
- 2023 -2026 Client Services Associate @
- 2022 -2023 Client Service Administrator @
- 2022 -2022 Mortgage Loan Officer @
- 2021 -2022 Mortgage Loan Coordinator @
- 2020 -2021 Senior Relationship Banker @
- 2016 -2019 Universal Banker @
- 2018 -2018 Insurance Agent @
Daniel Jackson Education
- Indiana University Bloomington
Minor (Business Administration and Management, General)
2014-2018 - Indiana University Bloomington
Bachelor's degree (Management)
2014-2018
Daniel Jackson Skills
- Critical Thinking
- Customer Satisfaction (CSAT)
- Customer Satisfaction
- Sales Processes
- Lead Qualification
- Investment Management
- Onboarding
- Customer Relationship Management (CRM)
- Service Providers
- Open Accounts
- Client Onboarding
- Client Services
- RESPA
- Interpersonal Communication
- Team Leadership
- Creative Solutions
- Finance
- Data Analysis
- Microsoft Office
- Microsoft Word
- Microsoft Excel
- Microsoft PowerPoint
- Leadership
- Management
- Training
- Customer Service
- Time Management
- Teamwork
- Communication
- Problem Solving
- Tenacious Work Ethic
- Business Analysis
- Business
- Customer Acquisition
- Relationship Building
- Financial Analysis
- Financial Services
- Strategy
- Strategic Thinking
- Sales
- People Development
- Performance Improvement
- Business Planning
- Professional Phone Skills
- Lead Generation
- Negotiation
- Persuasion
- Sales Strategy
- Zoom
- Cisco Webex Meetings
Daniel Jackson Summary
- Daniel Jackson, based in Chicago, IL, US, is currently a Senior Client Service Associate at Doyenne Wealth Advisors. Daniel Jackson brings experience from previous roles at Doyenne Wealth Advisors, RMB Capital and Fairway Independent Mortgage Corporation. Daniel Jackson holds a 2014 - 2018 Minor in Business Administration and Management, General @ Indiana University Bloomington. With a robust skill set that includes Critical Thinking, Customer Satisfaction (CSAT), Customer Satisfaction, Sales Processes, Lead Qualification and more. Daniel Jackson has 2 emails and 2 mobile phone numbers on RocketReach.
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