Daniel Katz

Daniel Katz

Executive Assistant To The President

Followers of Daniel Katz783 followers
location of Daniel KatzLong Beach, California, United States

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  • Timeline

  • About me

    Director & Financial Advisor at Northwestern Mutual || Leading and empowering people to make their goals and dreams become a reality

  • Education

    • Moody Theological Seminary

      2016 -
      Pastoral Studies
    • Master's Commission

      2002 - 2004
      Two Year Certificate Practical Ministry
    • Moody Bible Institute

      2012 - 2016
      Bachelor’s Degree Pastoral Studies Magna Cum Laude
    • Golden West High School

      1998 - 2002
  • Experience

    • TheCall

      Apr 2009 - Sept 2011
      Executive Assistant To The President
    • Oak Brook Community Church

      Sept 2011 - Jul 2016
      Associate Pastor
    • ANTHEM CHURCH OF LONG BEACH INC

      Sept 2016 - Jan 2021
      Church Planter/Pastor
    • Northwestern Mutual

      Mar 2020 - now
      Director / Financial Advisor

      Financial security means different things to different people. As a financial advisor, my team and I work with clients to identify their goals and then focus on solutions that can help make those goals a reality. Working with a Fortune 90 Firm, we are passionate about educating and empowering people to take action to secure their financial future. We work with people from all walks of life and from different parts of the country and we consider it a great privilege to work with our clients, their businesses, and their families. Our mission is to propel our clients to achieve their desired goals and develop strong relationships built on trust and honesty.As Field Director, my role is to identify, develop, and empower new professional talent to support our rapidly expanding firm. For the last nine consecutive years, our network office has ranked #1 nationally for new advisor growth and development. We are always energized by meeting entrepreneurial, ambitious individuals striving to build career equity. Please let me know if I can help you build the future you deserve. Whether you are concerned for your own financial needs, those of your family or business, or are interested in having a conversation around career opportunities, then please send us a note right here on LinkedIn, email our team at daniel.j.katz@nm.com or call me at 310-460-7137. Show less

  • Licenses & Certifications

    • Securities Industry Essentials (SIE)

      FINRA
    • Series 63

      FINRA
    • Series 6

      FINRA
  • Honors & Awards

    • Awarded to Daniel Katz
      First Field Director in Manhattan Beach - Sep 2021
    • Awarded to Daniel Katz
      Fastrack Academy 270 Graduate - Was also selected as the "Sheriff" (an 80 year old tradition) to lead the group -