Daniel Johnson
Leading Strategic Large-Scale Transformations | Operational Efficiency & Scaling | Client Experience & Resolution | Future-Proofing B2B & B2C Business Models
- Role
- Director of Advisor Strategy at Private Advisor Group
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Daniel Johnson
One of the keys to my success has been building strong, mutually beneficial relationships across teams, organizations, and industries. I welcome the opportunity to share insights, offer guidance, and learn from others in the LinkedIn community.Let’s connect if you\'re interested in agile leadership, automation, operational efficiency, and scaling client-focused solutions across complex organizations. I’m always open to conversations about: Leading large-scale transformations that reduce costs, streamline processes, and boost productivity Aligning cross-functional teams through collaboration and transparent execution Creating cultures where people feel empowered, supported, and driven to succeed Designing innovative services and experiences that future-proof the business Leveraging technology, data, and automation to accelerate growth and performance Delivering meaningful improvements to the client experienceI value connecting with open-minded professionals, whether within or outside my core industry expertise, to share ideas and broaden perspectives.Feel free to reach out via LinkedIn or at d••••••••@gmail.com if you see value in professional networking and knowledge exchange.
Experience
Director of Advisor Strategy
Jan 2026 — Present · Rock Hill, SC, US
Leading firm-wide advisor strategy initiatives focused on long-term planning, actionable business insights, and solutions that help advisors clarify and execute their vision. Partnering closely with leadership, growth, and operations teams to evolve PAG’s advisor-first strategy, enhance advisor engagement, and support scalable growth across the advisor community.
Education
Winthrop University
BS in Business Management
Queens University of Charlotte
MBA (Concentration in Finance)
Skills
- Series 6
- Securities
- Leadership
- Retirement
- Certified Financial Planner
- Strategic Financial Planning
- Management
- Wealth Management
- Cfp®
- Financial Planning
- Series 7
- Asset Allocation
- Mutual Funds
- Series 65
- Project Management
- Retirement Planning
- Finra
- Investments
- Series 63
- Financial Services
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