Dan Donegan Email & Phone Number
Key Account Manager - Retirement Plans @ Creative Planning
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Dan Donegan Location
- Leawood, KS, US
Dan Donegan Work
- 2015 -now Key Account Manager - Retirement Plans @
- 2007 -2015 Senior Financial Education Consultant @
Dan Donegan Education
- The University of Kansas
Bachelor of Science (Business Administration)
1987-1991 - Rockhurst High School 1984-1987
Dan Donegan Skills
- Estate Planning
- Series 63
- Financial Advisory
- Planning
- Pensions
- Fixed Income
- Bonds
- Tax Planning
- Retirement Planning
- Portfolio Management
- Investments
- 401k
- Financial Regulation
- Asset Allocation
- Financial Services
- Asset Managment
- Wealth Management
- Mutual Funds
- Strategic Financial Planning
- Investment Strategies
- Asset Management
- Financial Analysis
- Series 24
- ALM
- Retirement
- Series 65
- Services
- Loans
- Analysis
- Series 7
- Securities
Dan Donegan Summary
- Dan Donegan, based in Leawood, KS, US, is currently a Key Account Manager - Retirement Plans at Creative Planning Inc.. Dan Donegan brings experience from previous roles at EMPOWER Retirement. Dan Donegan holds a 1987 - 1991 Bachelor of Science in Business Administration @ The University of Kansas. With a robust skill set that includes Estate Planning, Series 63, Financial Advisory, Planning, Pensions and more. Dan Donegan has 2 emails on RocketReach.
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