Daniel Schatz
Retirement Services Professional
- Role
- Managing Regional Director - Retirement Strategies at Natixis Investment Managers
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Managing Regional Director - Retirement Strategies
Nov 2023 — Present · Austin, TX, US
Education
Colorado State University
Bachelor of Arts (B.A.), Economics
1995 — 1998
Skills
- Marketing Strategy
- Series 6
- 401k
- Series 63
- Leadership
- Retirement
- Retirement Planning
- Asset Allocation
- Mutual Funds
- Financial Services
- New Business Development
- Sales
- Wealth Management
- Series 7
- Investments
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