Danielle Workman Email & Phone Number
Private Wealth Advisor @ Workman Wealth
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Danielle Workman Location
- Southfield, MI, US
Danielle Workman Work
- 2025 -now Private Wealth Advisor @
- 2019 -2025 Private Wealth Advisor @
- 2017 -2019 Investment Executive @
- 2014 -2017 Financial Advisor @
- 2007 -2014 Membership Manager @
- 2006 -2007 Business Development @ Oswald Companies
- 2005 -2006 Account Executive @ Underwriters Agency
- 2002 -2005 Private Client Services Niche Director @
- 1992 -2002 Account Executive @
- 1996 -1998 Personal Shopper @
Danielle Workman Education
- University of Michigan
(Pre-Med, Actuarial Science)
1989-1991 - Königin Mathilde Gymnasium
(German College Prep - STEM Focus)
- Okemos High School
Danielle Workman Skills
- Event Planning
- Financial Services
- Marketing Strategy
- Customer Service
- Alternative Investments
- College Education Planning
- Financial Advisory
- Income for Life
- Portfolio Optimization
- Portfolio Performance Analysis
- Modern Portfolio Theory
- Portfolio Assessment
- Retirement Savings
- Charitable Trusts
- Real Estate Investment Trust
- Retirement Income Strategies
- Insurance
- Retirement Planning
- Sustainable Investing
- Financial Planning
- Buy Sell
- IRAs
- Investments
- Guaranteed Lifetime Income
- Retirement Plan Consulting
- Investment Advisory
- Asset Allocation
- Income Protection
- Asset Protection
- Charitable Gift Planning
- Mutual Funds
- Life Insurance
- Education Savings
- Charitable Giving
- Qualified Retirement Plans
- Investment Strategies
- Buy Sell Agreements
- College Savings Plans
- Risk Management
- Socially Responsible Investing
- Investment Advisory Services
- Disability Insurance
- Charitable Gift Annuities
- College Funding Strategies
- Succession Planning
- Retirement Solutions
- Financial Risk Management
- Small Business Retirement Planning
- Investment Portfolios
- Tax Advantaged Investment Strategies
- Fixed Income Portfolio Management
- 401 Retirement Savings Plans
- Investment Management
Danielle Workman Summary
- Danielle Workman, based in Southfield, MI, US, is currently a Private Wealth Advisor at Workman Wealth. Danielle Workman brings experience from previous roles at Financial Center for Women, Fifth Third Securities, Morgan Stanley and Birmingham Bloomfield Chamber. Danielle Workman holds a 1989 - 1991 University of Michigan. With a robust skill set that includes Event Planning, Financial Services, Marketing Strategy, Customer Service, Alternative Investments and more. Danielle Workman has 4 emails and 1 mobile phone numbers on RocketReach.
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