Dan Bird Email & Phone Number
Director, Relationship Management @ ClearPoint Federal Bank & Trust
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Dan Bird Location
- Cincinnati, OH, US
Dan Bird Work
- 2024 -now Director, Relationship Management @
- 2017 -now Retirement Plan Consultant @ Greater Cincinnati
- 2018 -2024 Relationship Manager @
- 2012 -2017 Director, Client Executive @
- 2002 -2012 Director, Client Executive @
- 1993 -now 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 Greater Cincinnati, ClearPoint Federal Bank & Trust, 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 4 emails and 4 mobile phone numbers on RocketReach.
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Top ClearPoint Federal Bank & Trust Employees
Samuel Newell
Operations Supervisor
Batesville, IN, US
Ashlee Theising
President and CEO
Batesville, IN, US
Natalie Maret
Senior Trust Administrator
Cincinnati, OH, US
Tim Schoettmer
CFO
Batesville, IN, US
Deb Kohrman
Director Of Operations
Batesville, IN, US
Dan Bird
Director, Relationship Management
Cincinnati, OH, US
Michele Huber
Fiduciary Paralegal
Sunman, IN, US
Beth Enneking
Director of Trust Administration and Marketing
Batesville, IN, US
Kristin Pierre
Vice President, Trust Administration
Madison, WI, US
Donna Daeger
Trust Operations Specialist
United States
Amor Abdihodzic
Relationship Manager
St. Louis, MO, US
Ryan Harmeyer
Investment Management Analyst
Cincinnati, OH, US
Dan Henken
Chief Investment Officer
Saint Paul, MN, US
Nick Howard
Software Engineer
Lebanon, OH, US
Amy Harris
Relationship and Sales Support Manager
Milan, IN, US
Joslin Atkinson
Operations Manager
Batesville, IN, US
Prem Dahal
Software Engineer
Cincinnati, OH, US
Ella Fledderman
Assistant Trust Administrator
Brookville, IN, US
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