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Keri Daniel is listed as Financial Planning at First Command Financial Planning, a with 1155 employees, based in Raleigh-Durham-Chapel Hill Area, United States. AeroLeads shows a work email signal at firstcommand.com and a matched LinkedIn profile for Keri Daniel.
Keri Daniel previously worked as Project Coordinator at Nps International and Many Different "Hats" at First Command Financial Planning.
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AeroLeads found 1 current-domain work email signal for Keri Daniel. Compare company email patterns before reaching out.
Keri Daniel is a Financial Planning at First Command Financial Planning. She possess expertise in investments, insurance, finance, public speaking, series 63 and 6 more skills.
Listed skills include Investments, Insurance, Finance, Public Speaking, and 7 others.
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Greater New York City Area, Raleigh Nc Area, And Mexico City
NPS International is a global management consulting firm. We combine our experience and expertise to provide value to our clients. We have a futuristic approach with in-depth understanding of the current market trends. Our solutions are based on business process development and management, change in market trends, social and technological changes and innovation.
Develop and implement financial plans for individuals, businesses, and organizations, utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate: Interviews client to determine client's assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives. Analyzes client's financial status, develops financial plan based on analysis of data, and discusses financial options with client. Prepares and submits documents to implement plan selected by client. Maintains contact with client to revise plan based on modified needs of client or changes in investment market. Referred client to other establishments to obtain services outlined in financial plan. Sold insurance to client, recommending amount and type of coverage.
Other employees you can reach at firstcommand.com. View company contacts for 1155 employees →
Shamica Bard
Colleague at First Command Financial PlanningFort Worth, Texas, United States
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Schalch Dirk
Colleague at First Command Financial PlanningOrlando, Florida, United States
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Kenneth Wallace
Colleague at First Command Financial PlanningWatertown, New York, United States
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Christina Rodriguez, Cfp®, Chfc®, Ricp®
Colleague at First Command Financial PlanningWilmington, North Carolina, United States
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William Nichols
Colleague at First Command Financial PlanningSan Antonio, Texas, United States
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Kathryn Baddaker Hazard
Colleague at First Command Financial PlanningColorado Springs, Colorado, United States
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Jessica Baker
Colleague at First Command Financial PlanningColumbus, Ohio Metropolitan Area, United States
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Brett Ellis
Colleague at First Command Financial PlanningCleburne, Texas, United States
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Cpca Arredondo
Colleague at First Command Financial PlanningArgentina
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Caci Morales
Colleague at First Command Financial PlanningUnited States
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Quick answers generated from the profile data available on this page.
Keri Daniel works for First Command Financial Planning.
Keri Daniel is listed as Financial Planning at First Command Financial Planning.
AeroLeads has found 1 work email signal at @firstcommand.com for Keri Daniel at First Command Financial Planning.
Keri Daniel is based in Raleigh-Durham-Chapel Hill Area, United States while working with First Command Financial Planning.
Keri Daniel has worked for Nps International, First Command Financial Planning, The Oyster House, The City Of Olympia, and Ymca.
Keri Daniel's colleagues at First Command Financial Planning include Shamica Bard, Schalch Dirk, Kenneth Wallace, Christina Rodriguez, Cfp®, Chfc®, Ricp®, and William Nichols.
You can use AeroLeads to view verified contact signals for Keri Daniel at First Command Financial Planning, including work email, phone, and LinkedIn data when available.
Keri Daniel is listed with skills including Investments, Insurance, Finance, Public Speaking, Series 63, Risk Management, Long Term Care, and Investment Strategies.
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