Wealth
Danny Lohrfink's work experience includes serving as the Chief Product Officer & Co-Founder at Wealth since June 2021. Danny is also an Executive Board Member at Fast Company Executive Board starting from July 2022. Prior to that, they worked at SoFi as the Business Lead for Invest from June 2020 to June 2021. Before joining SoFi, Danny held the position of Vice President on the Americas COO Team for Private Wealth Management at Goldman Sachs from June 2014 to June 2020.
Danny Lohrfink attended Georgetown University McDonough School of Business from 2010 to 2014, where they obtained a Bachelor's degree in Business Administration with a focus on International Business and Marketing. In 2012, they also participated in a Summer Study Abroad program at Esade, where they studied International Marketing and Entrepreneurship. Additionally, they have obtained certifications such as the WSET Level 2 Award in Wines from the Wine & Spirit Education Trust. Although it is mentioned that they have additional certifications from FINRA (Series 66 and Series 7), no information is provided regarding the dates of obtaining these certifications.
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Wealth
Wealth is a comprehensive estate planning platform that empowers people to create, manage and visualize their plans digitally. Creating an estate plan with Wealth gives your loved ones a holistic view of all your assets, visualized and securely stored in one place. Because life is unpredictable, Wealth makes it easy for you to access your plananytime and offers guidance to keep it current and valid. And should the unthinkable occur, your trusted beneficiaries are granted emergency access to your plan. Wealth is available to companies as an employee benefit, allowing employers to offer their workforce a meaningful financial wellness opportunity.