Dan Hanlon
Senior Vice President - Head of Specialty Services @Equity Trust Company
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WORK HISTORY
Senior Vice President - Head of Specialty Services @Equity Trust Company
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.
ABOUT DAN HANLON
About I am a growth-focused executive with 15+ years of experience scaling financial…
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