Danielle Henry

Danielle Henry Email and Phone Number

Client Services Manager @ Premier Financial
Brighton, MI, US
Danielle Henry's Location
Brighton, Michigan, United States, United States
Danielle Henry's Contact Details

Danielle Henry work email

Danielle Henry personal email

About Danielle Henry

As an Investment Advisor Representative at LPL Financial, I help clients achieve their financial goals and dreams by providing personalized and comprehensive investment advice and solutions. I hold Series 7 and 66 licenses through LPL Financial, a Registered Investment Advisor and a Member of FINRA/SIPC.With over 16 years of industry experience, I have developed a strong expertise in annuities, retirement planning, new business development, and client service management. I am passionate about building long-term relationships with my clients and delivering exceptional value and service. I also collaborate with a team of professionals at Premier Financial, where I serve as Financial Advisor and oversee multiple departments in project management and customer service.

Danielle Henry's Current Company Details
Premier Financial

Premier Financial

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Client Services Manager
Brighton, MI, US
Website:
premierfinancial1.com
Employees:
14
Danielle Henry Work Experience Details
  • Premier Financial
    Client Services Manager
    Premier Financial
    Brighton, Mi, Us
    View
  • Lpl Financial
    Investment Advisor Representative
    Lpl Financial Oct 2018 - Present
    San Diego, Ca, Us
    Investment Sales and ServiceSecurities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
    View
  • Premier Financial
    Client Services Manager
    Premier Financial Oct 2018 - Present
    Columbia, Maryland, Us
    Managing Client's Investments as well as supervising multiple departments in project management and customer service.
    View
  • Betcher Financial Group
    Licensed Servicing Advisor
    Betcher Financial Group Mar 2015 - Jun 2015
    Sterling Heights, Mi, Us
    Licensed Servicing Advisor, supporting advisory team in client service, sales, and office management. Worked with New York Life, Ohio National, and Capital Group.
    View
  • Baty Agency Inc.
    Insurance Agent
    Baty Agency Inc. Apr 2013 - Oct 2014
    Sales and service for personal lines insurance (home, auto, life)
  • 360 Risk Management
    Insurance Sales Representative
    360 Risk Management Aug 2012 - Oct 2014
    Licensed Insurance Agent providing personal insurance needs to local community (home, auto, life) as well as commercial insurance to local businesses.
  • Ny Life - Financial Strategies
    Investment Advisor Representative
    Ny Life - Financial Strategies Apr 2013 - Apr 2014
    Investment Advisor Representative for NY Life providing financial services to local community.
  • Bill Palmer Insurance, Inc
    Insurance Specialist
    Bill Palmer Insurance, Inc Jun 2011 - Mar 2012
    Us
    Lead Sales Manager providing personal lines insurance coverage to local community
    View
  • Lankford Agency
    Insurance Agent
    Lankford Agency Feb 2010 - Jun 2011
    Sales and service in auto, home, and life insurance.
  • New England Financial
    Registered Representative
    New England Financial Nov 2008 - Jun 2011
    Boston, Ma, Us
    Investment sales, services, and support to local community.
    View
  • Fetters Financial Group
    Executive Assistant
    Fetters Financial Group Nov 2008 - May 2011
    Licensed Para-planner for team of advisors, client service management, and sales support.

Danielle Henry Skills

Insurance Disability Insurance Customer Service Risk Management Fixed Annuities Strategic Planning Microsoft Office Team Building Sales Management Retirement Account Management Investments Financial Planning Coaching Budgets Retirement Planning Negotiation Inventory Management Marketing Strategy New Business Development Mutual Funds Long Term Care Direct Sales Email Marketing Customer Relations Operations Management Outlook Financial Analysis Word Budgeting Excel Contract Negotiation Problem Solving Supervisory Skills Scheduling Business Analysis Organizational Development Vendor Relations Powerpoint Long Term Care Annuities Team Leadership Microsoft Excel Iras Customer Service Management Project Management Client Services

Danielle Henry Education Details

  • Washtenaw Community College
    Washtenaw Community College
    General
  • Kaplan University
    Kaplan University
    Finance And Insurance
  • Jewish Community Center
    Jewish Community Center
    Hebrew Studies
  • Frankling Road Christian School
    Frankling Road Christian School
    General

Frequently Asked Questions about Danielle Henry

What company does Danielle Henry work for?

Danielle Henry works for Premier Financial

What is Danielle Henry's role at the current company?

Danielle Henry's current role is Client Services Manager.

What is Danielle Henry's email address?

Danielle Henry's email address is da****@****ial.com

What schools did Danielle Henry attend?

Danielle Henry attended Washtenaw Community College, Kaplan University, Jewish Community Center, Frankling Road Christian School.

What are some of Danielle Henry's interests?

Danielle Henry has interest in Football, Community Theater, Reading, Study Of Classic History And Literature, Language Study, Beer Making, Health, Children, Education, Environment.

What skills is Danielle Henry known for?

Danielle Henry has skills like Insurance, Disability Insurance, Customer Service, Risk Management, Fixed Annuities, Strategic Planning, Microsoft Office, Team Building, Sales Management, Retirement, Account Management, Investments.

Who are Danielle Henry's colleagues?

Danielle Henry's colleagues are Diamond Chaflawee, Mba, Cfp®, Chfc®, Asriel (Ozzie) Marizan.

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