Danielle Lehman Email & Phone Number
Vice President and Private Client Advisor @ J.P. Morgan Wealth Management
Danielle Lehman's Location
Dallas, TX, US
Danielle Lehman's Work
- Vice President and Private Client Advisor @ J.P. Morgan Wealth Management
- Investment Consultant @ TD Ameritrade
- Investment Representative @ Fidelity Investments
Danielle Lehman's Education
- Southern Methodist University
(CFP Program)
2014 - 2015
Danielle Lehman's Skills
- Series 63
- PowerPoint
- Retirement Planning
- Sales
- Financial Planning
- Brokerage
- Investments
- Finance
- 401k
- Asset Allocation
Danielle Lehman's Summary
Danielle Lehman, based in Dallas, TX, US, is currently a Vice President and Private Client Advisor at J.P. Morgan Wealth Management, bringing experience from previous roles at TD Ameritrade and Fidelity Investments. Danielle Lehman holds a 2014 - 2015 Southern Methodist University. With a robust skill set that includes Series 63, PowerPoint, Retirement Planning, Sales, Financial Planning and more, Danielle Lehman contributes valuable insights to the industry. Danielle Lehman has 3 emails on RocketReach.
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