Dan Hanlon

Head of Specialty Services at Equity Trust Company

Role
Senior Vice President - Head of Specialty Services at Equity Trust Company
Location
Columbus, OH, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Dan Hanlon

About I am a growth-focused executive with 15+ years of experience scaling financial…

Experience

  1. Senior Vice President - Head of Specialty Services

    Equity Trust Company

    Jan 2023 — Present · OH, US

    Senior Vice President - Head of Specialty Services | Jan 2023 – PresentOversee a diverse portfolio of specialty products, including 1031 Exchanges, Private Fund Custody, and Directed Trustee Services.Product Growth: Launched a reimagined Solo 401(k) offering in June 2025 outperforming the previous full-year total by 156%.Service Optimization: Redesigned the 990-T service delivery model, resulting in a 48% increase in customer demand within one year.Leadership: Manage cross-functional teams across sales, product, and marketing while overseeing operations for LLC creation and retirement plan servicing.

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Dan Hanlon — Senior Vice President - Head of Specialty Services at Equity Trust Company in Columbus, OH, US | Unifers