Dan Bird Location
Cincinnati, OH, US
Dan Bird Work
- 2024 - now Director, Relationship Management @ ClearPoint Federal Bank & Trust
- 2017 - now Retirement Plan Consultant @ Greater Cincinnati
- 2012 - 2017 Director, Client Executive @ Transamerica
- 2002 - 2012 Director, Client Executive @ Diversified Investment Advisors, Inc.
- 1993 - 2002 AVP - Relationship Manager @ Wells Fargo
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
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 Greater Cincinnati, Transamerica Retirement Solutions, Diversified Investment Advisors, Inc. and Wachovia Retirement Services. 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 4 emails and 3 mobile phone numbers on RocketReach.
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