Dan Lunne
Shuttlewagon Mobile Railcar Mover Specialist
- Role
- Managing Director at Atlas Advisors, Llc
- Location
- Dayton, OH, US
- LinkedIn followers
- 500 followers
About Dan Lunne
I am an experienced investment professional with proven knowledge of the Mutual Fund, Alternative Investment and Separately Managed Account industries with two decades of Intermediary and retail sales experience and success specifically in the wirehouse and regional firms in the Ohio-centric territories. At Oakwood Private Investment Group, I uncover alternative investment managers (Private Placements, Private Equity, Venture Captial and other specialty asset classes) that have proven track records and great stories to tell, but no one to tell their stories. I am passionate about helping affluent, accredited investors maximize their investment returns.
Experience
Managing Director
Jul 2020 — Present
Education
The University of Dayton
Bachelor of Business Administration (BBA), Marketing
1988 — 1993
Skills
- Leadership
- Financial Planning
- Retirement Planning
- Accomplished Singer, Songwriter and Musician
- Marketing
- Series 63
- Business Development
- Wealth Management
- Relationship Building
- Customer Service
- Public Speaking
- Investments
- Mutual Funds
- Risk Management
- Sales Process
- Financial Services
- Management
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