Dan Savage
Senior Vice President and Senior Trust Officer @Lake Ridge Bank
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WORK HISTORY
Senior Vice President and Senior Trust Officer @Lake Ridge Bank
Madison, WI, US
EDUCATION
Marquette University
B. S., Marketing
University of Wisconsin-Whitewater
MBA, Business
Marquette University
Bachelor of Science - BS, Business Management/Marketing
ABOUT DAN SAVAGE
I dedicated more than thirty-four years advising individuals, families, and business owners in areas that are essential to their long term financial success, including but not limited to investment management, estate planning, and planning for a financially secure retirement. I was responsible for the Bank\'s Wealth Management Division, and enjoyed the pleasure of working with an outstanding team of investment management and planning professionals. My objectives were three-fold: 1) to help clients recognize and understand their circumstances and needs; 2) to help them assess their strategic options; and 3) to implement the best possible solutions. As of January 1, 2024, I most happily re-purposed myself.
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