Sr. Financial Consultant @ (January 2011 - January 2012)
Financial Advisor @ Vantage Point Bank and Financial Services (January 2009 - January 2010)
Regional Vice President @ (January 2003 - January 2008)
Regional Vice President @ (January 1997 - January 2003)
New York Marketing Manager @ (January 1995 - January 1997)
Brian Danahy Education
Niagara University
Bachelor of Arts (BA) (Political Science and Government)
Neumann University
Brian Danahy Skills
Sales Processes
Business Development
Sales Management
Customer Relationship Management (CRM)
Build Strong Relationships
Presentations
Mutual Funds
Retirement Planning
Investments
Fixed Annuities
Securities
Wealth Management
Retirement
Strategic Financial Planning
401k
Insurance
Equities
Investment Advisory
Asset Allocation
Alternative Investments
Investment Strategies
Financial Services
Finance
Asset Management
coaching and consulting with financial advisors to help firms navigate major transition decisions such as Broker Dealer changes and succession planning. Areas of expertise include: Broker/Dealer or RIA evaluation Succession planning and selling practices Strategic consulting on recruiting growth strategies
Areas Of Expertise Include
Brian Danahy Summary
Brian Danahy, based in Philadelphia, PA, US, is currently a Regional Sales Consultant for PA, DE and Southern NJ at Arialytics, Inc.. Brian Danahy brings experience from previous roles at Bridgemark Strategies, RPg Asset Management, Highland Capital Management and Thrive Financial Services, LLC. Brian Danahy holds a Bachelor of Arts (BA) in Political Science and Government @ Niagara University. With a robust skill set that includes Sales Processes, Business Development, Sales Management, Customer Relationship Management (CRM), Build Strong Relationships and more. Brian Danahy has 3 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Brian Danahy?
Find contact details for 700 million professionals.