Dan Bird
Director, Relationship Management at ClearPoint Federal Bank & Trust
- Role
- Director, Relationship Management at Clearpoint Federal Bank & Trust
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Dan Bird
I am an experienced financial services professional with expertise in retirement plan…
Experience
Director, Relationship Management
Clearpoint Federal Bank & Trust
Jul 2024 — Present · Batesville, IN, US
Education
Miami University
Bachelor of Arts (B.A.), Diplomacy and Foreign Affairs
1988 — 1992
Skills
- 401k
- Series 63
- Financial Services
- Defined Benefit
- Relationship Management
- Wealth Management
- Employee Benefits
- Series 6
- Insurance
- Retirement
- Asset Allocation
- Mutual Funds
- Retirement Planning
- Investments
- 401(K) Retirement Savings Plans
- Pensions
- Retirement Plan Consulting
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