Private Wealth Advisor@ Executive Wealth Management
Howell, Michigan, United States
Duane Johnson ChFC CLU
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Eastern Michigan University
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Tell me more about Duane Johnson ChFC CLU?
FlashIntel GPTDuane Johnson ChFC CLU is a highly experienced Financial Services manager with 25.8 years of work experience. She has a diverse skill set in investments, management, insurance, business development, and financial planning. Duane has a proven track record of achieving measurable success in financial planning, sales, and management. She has held various leadership positions in reputable companies such as TD Ameritrade, Charles Schwab, Flagstar Bank, Packerland Brokerage Services, Inc., CUNA Brokerage Services, Inc., and TD Ameritrade. Duane is based in Howell, Michigan.
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Emails and Phone Numbers
About
Financial Services manager with a track record of achieving measurable success in financial planning, sales, and management. Series 7,9,10,24,66 Life, Health, Variable ChFC, CLU Specialties: Financial Advisor Coaching, Sales/Incentive Planning, Relationship Management, Sales Process Execution, Practice Management,Resource Management.
Work Experience
Private Wealth Advisor
Financial Services
Duane Johnson ChFC CLU's Professional Milestones
- Director Of Sales And Business Development (2010-05-01~2011-12-01): Increasing revenue and expanding market reach through strategic sales and business development initiatives.
- Assistant Division Manager (2004-01-01~2010-01-01): Implemented strategic initiatives to streamline operations and enhance productivity, contributing to overall departmental success.
Education
Mathematics,
Economics,
Bachelors,
Bachelor Of Science
Skill
Investments
Management
Insurance
Business Development
Financial Services
Financial Planning
Coaching
Leadership
Strategy
Finance
Strategic Financial Planning
Retirement Planning
Relationship Management
Banking
Wealth Management
Sales Process
Asset Management
Financial Advisory
Project Planning
Sales Management
Team Building
Cross Functional Team Leadership
Program Management
Financial Planners
Certification
Colleagues
Ken McMullen
Chief Marketing Officer
Albert Herzog III, MBA, CFP, ChFC
founder and director of executive wealth management llc fortunatus investments and 401k gps
Adam Kulesza, MBA, CFP®, ChFC, CLU
Director | Private Wealth Manager
Michael Lay
Chief Operating Officer
Gregory Barber
director at executive wealth management
Other Named Duane Johnson ChFC CLU
Frequently asked questions
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Duane Johnson ChFC CLU works for Executive Wealth Management
Duane Johnson ChFC CLU's role in Executive Wealth Management is Private Wealth Advisor
Duane Johnson ChFC CLU works in the industry of Financial Services
Duane Johnson ChFC CLU's colleagues are Ken McMullen,Albert Herzog III, MBA, CFP, ChFC,Adam Kulesza, MBA, CFP®, ChFC, CLU
Duane Johnson ChFC CLU's latest job experience is Private Wealth Advisor at Executive Wealth Management
Duane Johnson ChFC CLU's latest education in Eastern Michigan University
