Dan Gresack
Client Management Consultant @CAPTRUST
Warren, NJ, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2022 — Present
Client Management Consultant @CAPTRUST
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Warren, NJ, US
SKILLS
RetirementHigh Net Worth IndividualsAsset ManagementSeries 63SecuritiesTradingErisaPortfolio ManagementWealth ManagementMutual FundsAsset AllocationDefined BenefitEquitiesEmployee BenefitsInvestment ManagementInvestment AdvisoryFixed IncomeInvestment StrategiesAlternative InvestmentsSeries 7Retirement PlanningIrasFinancial ServicesInvestments
ABOUT DAN GRESACK
In 1989, the founders of CAPTRUST joined together to provide institutional and private…
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