Dan Buxton
Financial Advisor | Sr. Qualified Plan Consultant
- Role
- Financial Advisor at Baird
- Location
- Lake Oswego, OR, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Dan Buxton
As Senior Qualified Plan Consultants, the Marshall-Amato-Buxton Group\'s approach is to…
Experience
Financial Advisor
Apr 2011 — Present · Portland, OR, US
Education
Oregon State University
Business Administration
Skills
- Qualatitive Fund Analysis
- Plan Administration
- Plan Cost Analysis
- Modern Portfolio Theory
- Quantative Fund Analysis
- 401k Rollovers
- Plan Benchmarking
- Business Development
- Series 7
- Small Business
- Portfolio Management
- Plan Design
- Finance
- Retirement Planning
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