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
- 2016 -now VP - Legacy Wealth Relationship Manager @
- 2016 -2016 Vice President - Premier Wealth Advisor @
- 2005 -2016 VP - Financial Consultant @
- 1998 -2005 Independent Investment Adviser - Partner @ Olson, Dann & Co., Div. of LaSalle St. Securities, LLC
- 1992 -1997 Assistant Vice President - RIA Services and IS Manager @
- 1990 -1991 Account Executive @
Christopher Dann Education
- State University of New York College at Buffalo
(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
- Investments
- Relationship Management
- Wealth Management Services
- Financial Planning
- Financial Advisory
- Equity Research
- Fixed Income Analysis
- Account Portfolio Management
- Management
- Customer Service
- Marketing
- Sales Management
- Marketing Strategy
- Insurance
- Sales
- Retirement Planning
- New Business Development
- Portfolio Management
- Asset Management
- Client Relationships Strengthening
- Customer Satisfaction
- Customer Retention
- Variable Annuities
- Life Insurance
- Business Development
- Business Process Improvement
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 State University of New York College at Buffalo. With a robust skill set that includes Investments, Relationship Management, Wealth Management Services, Financial Planning, Financial Advisory and more. Christopher Dann has 2 emails and 1 mobile phone numbers on RocketReach.
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