Christopher Dann Email & Phone Number
VP - Legacy Wealth Relationship Manager @ HSBC
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Christopher Dann Location
- New York, United States
Christopher Dann Work
- VP - Legacy Wealth Relationship Manager @ (April 2016 - Present)
- Vice President - Premier Wealth Advisor @ (April 2016 - April 2016)
- VP - Financial Consultant @ (May 2005 - February 2016)
- Independent Investment Adviser - Partner @ Olson, Dann & Co., Div. of LaSalle St. Securities, LLC (January 1998 - April 2005)
- Assistant Vice President - RIA Services and IS Manager @ (January 1992 - December 1997)
- Account Executive @ (May 1990 - December 1991)
Christopher Dann Education
- Buffalo State University
Business Administration and Management (General)
1982-1983 - Roger Williams University
Architectural Engineering
1979-1980 - Bemidji State University
Communication and Media Studies
1978-1979 - Kimball Union Academy
High School (College/University Preparatory and Advanced )
1974-1978
Christopher Dann Skills
- Account Portfolio Management
- Asset Management
- Business Development
- Business Process Improvement
- Client Relationships Strengthening
- Customer Retention
- Customer Satisfaction
- Customer Service
- Equity Research
- Financial Advisory
- Financial Planning
- Fixed Income Analysis
- Insurance
- Investments
- Life Insurance
- Management
- Marketing
- Marketing Strategy
- New Business Development
- Portfolio Management
- Relationship Management
- Retirement Planning
- Sales
- Sales Management
- Variable Annuities
- Wealth Management Services
Christopher Dann Summary
- Christopher Dann, based in New York, United States, is currently a VP - Legacy Wealth Relationship Manager at HSBC. Christopher Dann brings experience from previous roles at HSBC, Charles Schwab, Olson, Dann & Co., Div. of LaSalle St. Securities, LLC and Saperston Financial. Christopher Dann holds a 1982 - 1983 Business Administration and Management in General @ Buffalo State University. With a robust skill set that includes Account Portfolio Management, Asset Management, Business Development, Business Process Improvement, Client Relationships Strengthening and more. Christopher Dann has 3 emails and 2 mobile phone numbers on RocketReach.
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