Dan Gorman
Advisor Growth Consultant @Orion
Chicago, IL, US
EMAILS
MOBILE NUMBERS
+91 *********19
Signup · Get unlimited contacts
WORK HISTORY
Oct 2023 — Present
Advisor Growth Consultant @Orion
View department →
EDUCATION
2001 — 2006
Western Michigan University
Bachelor of Business Administration, Personal Financial Planning
SKILLS
Territory ManagementSeries 63Financial ServicesMutual FundsSeries 7Written & Oral Presentation SkillsSeparately Managed Accounts401kZephyr Style AdvisorInvestment StrategiesCustomer ServiceFinancial Advisory529 PlansSecuritiesVariable AnnuitiesAlternative InvestmentsUniform Combined State LawLong-Term Customer RelationshipsRelationship ManagementCapital MarketsWealth ManagementAsset AllocationMorningstar Advisor WorkstationSales Force DevelopmentAccount ManagementSeries 65Series 6Microsoft OfficeInvestmentsFixed AnnuitiesMorningstarHelping Clients SucceedBusiness Relationship ManagementSalesforce.com
ABOUT DAN GORMAN
Sales leader and values advocate with 18 years wholesaling experience in financial…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.