Dan Grimes

Divisional Vice President at TruChoice Financial

Role
Marketing Director at Truchoice Financial
Location
Santa Rosa, CA, US
LinkedIn followers
500 followers
Advertising & MarketingView LinkedIn profile

Experience

  1. Marketing Director

    Truchoice Financial

    Mar 2005 — Present · CA

Skills

  • Series 63
  • Strategic Financial Planning
  • Insurance Brokerage
  • Marketing
  • Retirement
  • Whole Life
  • Email Marketing
  • Series 7
  • Small Business
  • Variable Annuities
  • Indexed Annuities
  • Iras
  • Universal Life
  • Brokers
  • Relationship Management
  • Term Life Insurance
  • Employee Benefits
  • Critical Illness
  • Investments
  • Life Insurance
  • Sales
  • Insurance
  • Financial Services
  • Estate Planning
  • Health Insurance
  • Property & Casualty Insurance
  • Asset Allocation
  • Pensions
  • Underwriting
  • Investment Advisory
  • Retirement Planning
  • 401k
  • Long-Term Care
  • Finra
  • Investment Strategies
  • Disability Insurance
  • Wealth Management
  • Series 6
  • Financial Planners
  • Asset Management

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Dan Grimes — Marketing Director at Truchoice Financial in Santa Rosa, CA, US | Unifers