Jeff Daney Email & Phone Number
Financial Advisor @ Financial Design Group
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Jeff Daney Location
- Avon, OH, US
Jeff Daney Work
- 2008 -now Financial Advisor @
- 1996 -2007 Sales, Management @ Wells Fargo, Commonweath Financial Services, New World Mortgage
Jeff Daney Education
- University of Toledo
Bachelor of Business Administration (B.B.A.) (Finance and Financial Management Services)
1992-1996 - Northrop High School
- University of Toledo
BA (Finance)
Jeff Daney Skills
- Estate Planning
- Accounting
- Insurance
- Retirement Planning
- Sales
- Portfolio Management
- Investments
- Mortgage Lending
- Finance
- Asset Allocation
- Strategic Planning
- Financial Services
- Wealth Management
- Sales Management
- Strategic Financial Planning
- Microsoft Office
- Program Management
- Risk Management
- Asset Management
- Management
- Design
- Loans
- Series 7
- Securities
- InDesign
Jeff Daney Summary
- Jeff Daney, based in Avon, OH, US, is currently a Financial Advisor at Financial Design Group. Jeff Daney brings experience from previous roles at Wells Fargo, Commonweath Financial Services, New World Mortgage. Jeff Daney holds a 1992 - 1996 Bachelor of Business Administration (B.B.A.) in Finance and Financial Management Services @ University of Toledo. With a robust skill set that includes Estate Planning, Accounting, Insurance, Retirement Planning, Sales and more. Jeff Daney has 2 emails and 1 mobile phone numbers on RocketReach.
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