Christopher Dann Location
New York, United States
Christopher Dann Work
- 2016 - now VP - Legacy Wealth Relationship Manager @ HSBC
- 2016 - 2016 Vice President - Premier Wealth Advisor @ HSBC
- 2005 - 2016 VP - Financial Consultant @ Charles Schwab
- 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 @ Saperston Asset Management
- 1990 - 1991 Account Executive @ Morgan Stanley
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
- Investments
- Relationship Management
- Wealth Management Services
- Financial Planning
- Financial Advisory
- Equity Research
- Fixed Income Analysis
- Account Portfolio Management
- Management
- Customer Service
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 Buffalo State University. 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 2 mobile phone numbers on RocketReach.
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