Danielle Guevara Email & Phone Number
Senior Management Analyst @ City of Ontario
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Danielle Guevara Location
- Los Angeles, CA, US
Danielle Guevara Work
- 2024 -now Senior Management Analyst @
- 2022 -2024 Management Analyst @
- 2017 -2022 Administrative Assistant @
- 2004 -2017 Fund Representative @
Danielle Guevara Education
- California State University, Long Beach
BA (Psychology)
Danielle Guevara Skills
- Alternative Investments
- Estate Planning
- Financial Advisory
- Series 63
- Fixed Annuities
- Fixed Income
- Bonds
- Retirement Planning
- Financial Planning
- Portfolio Management
- IRAs
- Investments
- Relationship Management
- Bloomberg
- Variable Annuities
- 401k Retirement Savings Plans
- 401k
- Investment Advisory
- Asset Allocation
- Financial Services
- Asset Managment
- Wealth Management
- Equities
- Mutual Funds
- Life Insurance
- Uniform Combined State Law
- FINRA
- Strategic Financial Planning
- EMC
- Investment Strategies
- Asset Management
- Series 24
- 401k Rollovers
- ETFs
- Technician
- Retirement
- Options
- Series 7
- Securities
- Hedge Funds
- Investment Management
- 401 Retirement Savings Plans
Danielle Guevara Summary
- Danielle Guevara, based in Los Angeles, CA, US, is currently a Senior Management Analyst at City of Ontario. Danielle Guevara brings experience from previous roles at City of Ontario and American Funds. Danielle Guevara holds a BA in Psychology @ California State University, Long Beach. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, Series 63, Fixed Annuities and more. Danielle Guevara has 2 emails and 1 mobile phone numbers on RocketReach.
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