Dan Clauson's Location
Omaha, NE, US
Dan Clauson's Work
- VP - Financial Consultant @ Charles Schwab
- Senior Financial Consultant @ TD Ameritrade
- PremierCare LTC Sales Desk Manager @ Pacific Life
- PRIME Sales Desk Manager @ Pacific Life
- Senior PRIME Internal Wholesaler @ Pacific Life
- PRIME Internal Wholesaler @ Pacific Life
- Financial Advisor @ Renaissance Financial
- Marketing Intern @ Smith Kroeger
- Teller @ Wells Fargo
Dan Clauson's Education
- University of Nebraska-Lincoln
BSBA (Finance/Marketing)
2007 - 2011 - Millard West High School
High School Diploma (General)
2004 - 2007
Dan Clauson's Skills
- Leadership
- Financial Reporting
- Project Management
- PowerPoint
- Banking
- Customer Service
- Sales
- Estate Planning
- Sales Support
- Financial Products
Dan Clauson's Summary
Dan Clauson, based in Omaha, NE, US, is currently a VP - Financial Consultant at Charles Schwab, bringing experience from previous roles at TD Ameritrade, Pacific Life and Pacific Life Insurance Company. Dan Clauson holds a 2007 - 2011 BSBA in Finance/Marketing @ University of Nebraska-Lincoln. With a robust skill set that includes Leadership, Financial Reporting, Project Management, PowerPoint, Banking and more, Dan Clauson contributes valuable insights to the industry. Dan Clauson has 4 emails and 1 mobile phone number on RocketReach.
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