Danni Wang
About Danni Wang
Danni Wang is a Financial Services Representative and Financial Advisor at MassMutual Financial Group in San Jose, CA. She specializes in retirement planning, family protection, asset management, and other financial services.
Current Role at MassMutual Financial Group
Danni Wang is currently working as a Financial Services Representative and Financial Advisor at MassMutual Financial Group. Based out of the branch office at 225 W. Santa Clara Street, Suite 1450, San Jose, CA, she has been with MassMutual Pacific since July 2016. In her role, she offers a range of services including retirement planning, family protection, asset management, estate conservation strategies, long-term care insurance, disability income insurance, and employee benefits programs. Additionally, she provides securities and investment advisory services through MSI Financial Services, Inc.
Experience at MetLife
Before joining MassMutual Financial Group, Danni Wang worked at MetLife as a Financial Services Representative and Financial Advisor from 2014 to 2016. Like her current role, her office was located at 225 W. Santa Clara Street, Suite 1450, San Jose, CA. During her tenure at MetLife, she gained valuable experience in providing financial advisory services, focusing on client-specific financial planning and investment strategies.
Previous Roles and Career Development
Danni Wang has extensive experience in the financial sector, having worked previously as a Contractor at Smart Portfolios, LLC from 2009 to 2010, and as a Financial Analyst at Moody's KMV from 2008 to 2009. Before these roles, she served as a Senior Project Engineer at Nexant, Inc from 2005 to 2008. Her diverse professional background has equipped her with a wide-ranging skill set in financial analysis, engineering, and project management.
Educational Background and Certifications
Danni Wang has a strong educational foundation with a Master’s degree in Financial Engineering from the Haas School of Business, University of California, Berkeley. She also holds a Ph.D. in Architecture from the University of California, Berkeley. Further emphasizing her academic prowess, she studied at Tsinghua University. Additionally, she holds a California Insurance License with the number 0I43046, which certifies her credibility and expertise in the insurance sector.