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

  1. Financial Advisor

    Baird

    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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Dan Buxton — Financial Advisor at Baird in Lake Oswego, OR, US | Unifers