Dan Lafferty
Senior Relationship Manager at The Standard
- Role
- Senior Relationship Manager at The Standard
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Dan Lafferty
As a FINRA-licensed Relationship Manager, I consult with Plan Sponsors of retirement…
Experience
Senior Relationship Manager
Oct 2016 — Present · Philadelphia, PA, US
Education
Temple University
BA, Business Management
1985 — 1987
Saint Joseph's University
Master of Business Administration (MBA), Business Administration and Management, General
1993 — 1995
Skills
- 401k
- Business Process Improvement
- Series 6
- Project Management
- Series 63
- Leadership
- Business Relationship Management
- Process Improvement
- Retirement Planning
- Finance
- Financial Services
- Mutual Funds
- Risk Management
- Microsoft Office
- Investments
- Business Planning
- Relationship Management
- Strategy
- Management
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