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Dan Byrne Location
Portland, OR, US
Dan Byrne Work
2017 -now Consultant @ Sunriver Consulting
2019 -2025 CEO @ Pensionmark Insurance at Pensionmark Financial Group
1992 -2016 Senior Vice President @
1978 -1992 Director of Product Development @
Dan Byrne Education
University of Massachusetts Boston
Bachelor of Arts (B.A.), Mathematics and Economics (Mathematics and Economics)
1974-1978
Archbishop Williams High School 1970-1974
Dan Byrne Skills
Wealth Management
Investments
Series 7
Retirement Planning
Retirement
Mutual Funds
Series 63
Wealth Management Services
Financial Services
401k
Estate Planning
Financial Planning
Insurance Planning
Disability Insurance
Insurance
Life Insurance
Fixed Annuities
Strategic Planning
Dan Byrne Summary
Dan Byrne, based in Portland, OR, US, is currently a Consultant at Sunriver Consulting. Dan Byrne brings experience from previous roles at Pensionmark Insurance at Pensionmark Financial Group, M Financial Group and Sun Life Financial. Dan Byrne holds a 1974 - 1978 Bachelor of Arts (B.A.), Mathematics and Economics in Mathematics and Economics @ University of Massachusetts Boston. With a robust skill set that includes Wealth Management, Investments, Series 7, Retirement Planning, Retirement and more. Dan Byrne has 2 mobile phone numbers on RocketReach.
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