Daniel Okula Email & Phone Number

San Diego, Ca

My name is Daniel Okula and I am a Financial Services Representative in San Diego, CA with Foresters Financial Services, Inc., a company dedicated to providing everyday families and individuals with financial solutions, guidance and tools, to meet their needs across all life stages.I offer personalized service combined with a long-term approach and fresh thinking to help my clients:• Save and invest for retirement, education and other life events• Create retirement income strategies • Protect the ones they love• Plan their legacy We are part of Foresters™, an international financial service provider that gives back to the community and cares deeply about family well-being. Each year Foresters organizes thousands of community activities, providing financial contributions and hands-on volunteerism in support of charitable partners that make a meaningful and lasting impact in local communities. It is my goal to build solid relationships and long-term value to help my clients grow, protect and enjoy what they have—by making sure their financial strategies work as hard as they do. If you’re interested in reviewing your financial goals with me, please contact me at 858 650-6830 EXT 314 or by e-mail at Daniel.Okula@foresters.com.

Provided account services to customers by receiving deposits andloan payments; answering questions in person or on telephone;referring to other bank services.* Recorded transactions by logging cashier's checks, traveler's checks,and other special services; prepared currency transaction reports.* Cross-sold bank products by answering inquiries; informingcustomers of new services and product promotions; ascertainingcustomers' needs; directed customers to a branch representative

Bs In Finance, Finance, Investing

Activities and Societies: Attended workshop for MS Excel focused on data-analysis using pivot tables sponsored by Blum Shapiro.

Education record