2017 -
now Retirement Plan Consultant @ Greater Cincinnati
2012 -
2017 Director, Client Executive @
2002 -
2012 Director, Client Executive @
1993 -
2002 AVP - Relationship Manager @
Dan Bird Education
Miami University
Bachelor of Arts (B.A.) (Diplomacy and Foreign Affairs)
1988
-
1992
Dan Bird Skills
401k
Retirement
Retirement Planning
Mutual Funds
Financial Services
Pensions
Defined Benefit
Series 6
Series 63
Retirement Plan Consulting
Asset Allocation
Employee Benefits
Relationship Management
401 Retirement Savings Plans
Insurance
Wealth Management
Investments
Dan Bird Summary
Dan Bird, based in Cincinnati, OH, US, is currently a Director, Relationship Management at ClearPoint Federal Bank & Trust. Dan Bird brings experience from previous roles at ClearPoint Federal Bank & Trust, Greater Cincinnati, Transamerica Retirement Solutions and Diversified Investment Advisors, Inc.. Dan Bird holds a 1988 - 1992 Bachelor of Arts (B.A.) in Diplomacy and Foreign Affairs @ Miami University. With a robust skill set that includes 401k, Retirement, Retirement Planning, Mutual Funds, Financial Services and more. Dan Bird has 5 emails and 4 mobile phone numbers on RocketReach.
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