Verified recordFinancial Services

Daniel Lanskey

Investment Advisor Representative and Expansion Director at Transamerica Financial Advisors, Inc

Based in Parker, United States

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Seniority

Director

Department

Sales & Business Development

Location

Parker

Industry

Financial Services

Company size

1.8K

Contact information

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Email

1 credit

d•••••••@tfaconnect.com

Phone

5 credits

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Background

About Daniel Lanskey

I've developed a unique and quantifiably proven method to help individuals, families and business owners make more money, save more money, and pay less in taxes. With having access to a multitude of platforms, tools and resources to advise any client in the direction that best fits them, while representing them to 350+ companies to create a holistic approach to financials - this is not the typical financial advising experience. Now is a critical time as an industry, generationally with the Baby Boomers, and technologically. We are disrupting the $90+ trillion financial industry and I develop entrepreneurs to take advantage of the changes an opportunities and to weather the storms that the next decade, and beyond, will bring us. Set up a free 1-1 with me here: https://calendly.com/daniel-lanskey-tfa Previous Experience: TriZetto/Cognizant Technology Solutions 2012-2017: Learning Services - April, 2013 - June 2017 - Client satisfaction reviews of 90%+- Currently able to deliver all QNXT Courses - Product and Database Schema - Experience being a "producer" for WebEx and vILT sessions - Designed and coordinated an 8 week, technical services academy for 12 students - Built and coordinated a two week, modular QNXT technical course focusing on software installation, data loading, Access Database, SQL and data conversion - Certified Instructional Delivery and Design - Extensive WebEx, GoTo Meeting vILT training and presentations Implementation Center - January-March, 2013 - Configuration experience in the Implementation Center - Managed Multiple clients - AdviCare, LACare, CenterLight Healthcare - In-depth SQL and Excel Experience Technical Consultant - September-December, 2012 - Technical consulting experience with Colorado Access - Data conversion experience with Excel, SQL, QNXT and GlobalScape

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