Resumes
Resumes
![Danielle Helfrich Photo 1 Danielle Helfrich Photo 1](/img/not-found.png)
Financial Consultant
View pageLocation:
Crown Point, IN
Industry:
Financial Services
Work:
Raymond James Financial Services, Inc. - Northwest Indiana since Jan 2006
Operations Manager/Financial Advisor
Wealth Consulting Group, Independent Firm - Crown Point, IN Jan 1996 - Jan 2006
Assistant to the President
Royal Alliance Associates INC Nov 1992 - Jan 1996
Financial Advisor
Operations Manager/Financial Advisor
Wealth Consulting Group, Independent Firm - Crown Point, IN Jan 1996 - Jan 2006
Assistant to the President
Royal Alliance Associates INC Nov 1992 - Jan 1996
Financial Advisor
Education:
Cottey College 1989 - 1991
Associate's degree, Liberal Arts and Sciences/Liberal Studies Crown Point High School 1985 - 1989
Calumet College of St. Joseph
Bachelor of Science, Organization Management
Associate's degree, Liberal Arts and Sciences/Liberal Studies Crown Point High School 1985 - 1989
Calumet College of St. Joseph
Bachelor of Science, Organization Management
Skills:
Investments
Leadership
Management
Marketing
Mutual Funds
Human Resources
401K
Portfolio Management
Public Speaking
Retirement
Securities
Finance
Financial Services
Financial Advisory
Microsoft Office
Series 63
Series 7
Retirement Planning
Customer Service
Leadership
Management
Marketing
Mutual Funds
Human Resources
401K
Portfolio Management
Public Speaking
Retirement
Securities
Finance
Financial Services
Financial Advisory
Microsoft Office
Series 63
Series 7
Retirement Planning
Customer Service
Interests:
But Also In the Big Game of Life
Abandoned and Neglected Dogs
I Am An Adoption Advocate For Abused
Abandoned and Neglected Dogs
I Am An Adoption Advocate For Abused
![Danielle Helfrich Photo 2 Danielle Helfrich Photo 2](/img/not-found.png)
Court Reporter
View pageWork:
Court Reporter