Member Since 2022
Danny Lohrfink
Wealth
New York City Area
Danny Lohrfink is the Co-Founder and Chief Product Officer of Wealth, a leading digital estate planning company based in Tempe, Arizona. As Chief Product Officer, Danny is responsible for all product-related activities, including strategy and execution. Prior to Wealth, Danny served as Business Lead of SoFi’s wealth management division, SoFi Invest. Before that, Danny held several roles at Goldman Sachs Private Wealth Management. Most recently, Danny was a Vice President on the PWM Management team, where he was responsible for leading strategic projects and initiatives. Danny was a standing member of the Operational Experience Group (OEG) and the Client Experience Group (CEG). Danny graduated cum laude from Georgetown University with a Bachelor of Science in Business Administration. When he’s not working, Danny enjoys spending time with his family as well as hiking, skiing, and running. Danny holds a WSET Level 2 Award in Wines and is known to share his passion for winemaking with anyone that will listen.
SKILLS
- Product Management
- Growth Strategy and Execution
- Product Development
RECENT CONTENT
April 18th, 2023
15 business tips for keeping up with industry changes in tech
In the ever-changing tech field, staying on top of industry trends is essential for career and business success.
April 17th, 2023
15 sleep strategies to boost your energy and focus at work
Having enough energy and focus to get through your workday starts with a good night's sleep and healthy habits.
April 14th, 2023
15 mistakes that turned out to be beneficial for leaders in business
Every mistake made as a manager is a learning opportunity and can sometimes even make you more successful.
April 3rd, 2023
How to write internal communications employees will actually read
If you don't want your team's eyes to glaze over every time they see an email from you in their inbox, then apply these internal communication strategies from leading experts.
March 8th, 2023
Networking blunders: Ditch these bad habits to improve relationships
10 experts share how to put your best foot forward and make impactful business connections.
January 9th, 2023
14 best practices for the jet-set entrepreneurship life
Apply these travel strategies to get the most out of your business experience on each trip.
January 6th, 2023
Beating the backlash: when business competitors stomp on innovation
Tune out the industry naysayers and lean into solving your target market's pain points.
December 7th, 2022
13 factors companies should consider when creating a PTO package
Is your team truly benefiting from the current paid-time-off policies in place?
September 9th, 2022
15 ways for bootstrapped startups to reward top performers
Even if you're self-funded, there are affordable ways to recognize and reward your team for a job well done.
August 29th, 2022
6 unique business funding options you may not have considered
Investors aren't the only path to getting the startup capital you need as a brand-new business.
COMPANY INFO
Wealth
Wealth is on a mission to modernize estate planning by empowering Americans to create high quality, state-specific estate planning documents such as Revocable Trusts, Wills, Advance Health Care Directives, and Financial Powers of Attorney, right from their home. With extensive experience in trust and estate law, personal financial management and data security, the Wealth team has built the most intuitive, secure and accessible estate planning solution on the market.
AREA OF FOCUS
- Personal Finance
- Legal
- Estate Planning
INDUSTRY
Technology