Daniella Rand - Provides Consultation in Wealth Management - PowerPoint PPT Presentation

About This Presentation
Title:

Daniella Rand - Provides Consultation in Wealth Management

Description:

Daniella Rand Morgan possesses exceptional knowledge about wealth management and retirement plans. Her out of the box and progressive ideas coupled with the employment of technology are worth admiring. Owing to her management skills, she is managing a team of 6 licensed Wealth Management professionals called The Rand Group. – PowerPoint PPT presentation

Number of Views:26

less

Transcript and Presenter's Notes

Title: Daniella Rand - Provides Consultation in Wealth Management


1
Daniella Rand Morgan
Managing Director, Wealth Management at Merrill
Lynch
2
(No Transcript)
3
Daniella Rand Morgan has exceptional
communication abilities and her efforts and
contributions to the wealth management sector are
praiseworthy.
4
Daniella Rand Merrill has great operations and
strategies of offering her wealth management
related services to help out the local Bank of
America and Merrill Lynch branch after
collaborating with Merrill Lynch.
5
Daniella Rand Morgan has great leadership skills
through which is managing a team of 6 licensed
Wealth Management professionals. Daniella Rand
and The Rand Group Morgan are widely acclaimed
for providing a free financial plan to their
clients. These financial plans are revised by the
team without any additional cost.
6
Daniella Rand Morgan is working quite hard to
provide fitting yet effective financial solutions
to their valued clients. She has taken up many
roles while working as the managing director
while providing her unmatched services.
7
Daniella Rand Morgan and the team are quite
knowledgeable regarding the vitality of
healthcare, longevity planning, social security
analysis. The Rand Group Merrill provides
exceptional services including investment,
financial, retirement planning and consultancy
services are provided to the clients.
8
THANK YOU
Find out more about her at her official site
https//daniellarandmorgan.com
Write a Comment
User Comments (0)
About PowerShow.com