Assistant Vice President - Relationship Management| Wealth Consulting, Bank Wealth, HNW Solutions @ (January 2007 - May 2015)
Marketing Manager @ (September 1998 - July 2007)
Danielle Gogan Education
St. John's University
Bachelor's Degree
Danielle Gogan Skills
Portfolio Management
Wealth Management
New Business Development
Investments
Relationship Management
Wealth Management Services
Equity Research
Trading Systems
Mutual Funds
Securities
Asset Management
Equities
Financial Services
Finance
Investment Management
Financial Advisory
Investment Strategies
Financial Analysis
Investment Advisory
Banking
Risk Management
Management Consulting
Capital Management
Marketing
Management
Danielle Gogan Summary
Danielle Gogan, based in Edison, NJ, US, is currently a Director, Wealth Management Solutions at Fi-Tek. Danielle Gogan brings experience from previous roles at Concord Trust & Wealth Solutions| Fortigent| LPL Financial and Estabrook Capital Management LLC. Danielle Gogan holds a Bachelor's Degree @ St. John's University. With a robust skill set that includes Portfolio Management, Wealth Management, New Business Development, Investments, Relationship Management and more. Danielle Gogan has 2 emails and 2 mobile phone numbers on RocketReach.
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