Daniel Gimenez

Financial Representative @ Northwestern Mutual | Relationship Development, Customer Engagement

Miami, Florida, United States

About

As a dedicated Financial Representative with Northwestern Mutual, I specialize in providing comprehensive financial planning and investment strategies tailored to individual and business needs. With a commitment to building long-term relationships, I help clients navigate their financial journeys by offering solutions in areas such as retirement planning, wealth management, insurance, and risk management.

Experience

  • Financial Representative at Northwestern Mutual
    Sep 2024 - Present · 1 yr 10 mos

  • Tennis Coach at David Ensignia Tennis Academy
    Jan 2019 - Sep 2024 · 5 yrs 9 mos

  • Head Tennis Coach at Terra Environmental Research Institute
    Feb 2020 - May 2022 · 2 yrs 4 mos

  • Assistant Manager/ Sales Associate at AT&T
    Aug 2016 - Nov 2018 · 2 yrs 4 mos

    Responsibilities ranged from handling large amounts of money to dealing with any issue that the store may have when the General Manager was not present. In Addition to being in charge of 3 to 5 on a daily basis, my quota for sales also had to be met every month.