Dan Blakeman
Lifetime Retirement Partners
- Role
- Financial Advisor at Lifetime Retirement Partners
- Location
- Bedford, NH, US
- LinkedIn followers
- 500 followers
About Dan Blakeman
Drawing upon a fulfilling career in both personal/business financial planning and asset management, I\'m now working with individuals and small businesses on their retirement income planning and business 401(k) programs.My goal is to work one-on-one with clients to remove the work-to-retirement unknowns and team in planning and achieving the transition from a paycheck to sustainable retirement income.Investment Advisory Services offered through Osaic Wealth, Inc. Member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Experience
Financial Advisor
Jun 2023 — Present
Education
University of Denver
MBA, Finance & Operations
1987 — 1989
Augustana University (SD)
BA, Accounting & Business Administration
1979 — 1983
Skills
- Mergers & Acquisitions
- Customer Retention
- Crm
- Strategic Partnerships
- Strategic Planning
- Financial Reporting
- Supply Chain Management
- Team Building
- Management
- P&L Management
- Forecasting
- Vendor Management
- Process Improvement
- Sales
- Internal Audit
- Budgets
- Finance
- Financial Analysis
- Competitive Analysis
- Customer Experience
- P&L
- Business Process Improvement
- Executive Management
- Business Planning
- Operations Management
- Business Development
- Call Centers
- Income Statement
- Cross-Functional Team Leadership
- Strategy
- Pmo
- Leadership
- Call Center
- Telecommunications
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