Dan Ballou Email & Phone Number
Managing Advisor @ Connecticut Wealth Management, LLC
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Dan Ballou Location
- Boston, MA, US
Dan Ballou Work
- 2019 -now Managing Advisor @
- 2018 -2019 Senior Wealth Management Specialist @
- 2016 -2018 Hybrid Wholesaler @
- 2013 -2016 Senior Internal Wholesaler @
- 2012 -2013 Dealer Marketing Services @
- 2011 -2012 Broker Assistant and Intern @
- 2011 -2012 Athletic Tutor @
- 2011 -2011 Intern @ Enterprise Rent-A-Car Branch 1022
Dan Ballou Education
- Bryant University
Certificate in Financial Planning
2017-2018 - University of Miami
Bachelor of Business Administration (Finance)
2008-2012 - Barnstable High School 2004-2008
Dan Ballou Skills
- Microsoft Word
- Project Management
- PowerPoint
- Marketing
- Marketing Strategy
- Public Speaking
- Sales
- Series 6
- Research
- Community Outreach
- Employment Practices Liability
Dan Ballou Summary
- Dan Ballou, based in Boston, MA, US, is currently a Managing Advisor at Connecticut Wealth Management, LLC. Dan Ballou brings experience from previous roles at Putnam Investments. Dan Ballou holds a 2017 - 2018 Certificate in Financial Planning @ Bryant University. With a robust skill set that includes Microsoft Word, Project Management, PowerPoint, Marketing, Marketing Strategy and more. Dan Ballou has 1 emails and 1 mobile phone numbers on RocketReach.
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