Dan Freer Location
- California, United States
Dan Freer Work
- 2022 -now Management Analyst @
- 2018 -2022 Estate Administrator @
- 2017 -2018 Vice President - Financial Advisor Associate @ JP Morgan Securities LLC
- 2014 -2017 Financial Advisor @
- 2011 -2014 TLS Floor Technician @
- 2013 -2014 Financial Coaching Co-Facilitator @ Centerstone of Seattle
- 2010 -2010 Sub Contractor @ HydraFLX Systems LLC
- 2006 -2010 Avionics Technician 2nd Class @
Dan Freer Education
- University of Washington
Master of Public Administration (MPA) June 2014 (Public Administration)
2012-2014 - University of Washington
Bachelor's degree (Political Science: Internaitonal Security)
2011-2012 - Hawaii Pacific University
N/A (International Relations)
2010-2010 - Cuesta College
N/A (General Studies)
2004-2006
Dan Freer Skills
- Business Retirement Plans: 401(k), 403(b), 457(b), SEP IRAs, SIMPLE IRAs
- Individual Retirement Plans: Roth IRAs, Traditional IRAs
- Equity Investments: Common Stocks, Stock Unit Investment Trusts
- Fixed-income Investments: Bonds, Municipal, Corporate, Government-sponsored
- Annuities: Fixed, Immediate, Variable
- Education Savings: 529 Plans
- Estate and Trust Services
- Insurance: Term Life, Permanent Life, Long-term Care, Long-term Disability
- Financial Calculators: Retirement, Estate Considerations, Tax Estimators
- Public Speaking
- Management
- Strategic Planning
- Microsoft Excel
- Continuous Improvement
- Project Management
- Financial Analysis
Dan Freer Summary
- Dan Freer, based in California, United States, is currently a Management Analyst at County of Santa Clara. Dan Freer brings experience from previous roles at County of Santa Clara, JP Morgan Securities LLC, Edward Jones and Snoqualmie Casino. Dan Freer holds a 2012 - 2014 Master of Public Administration (MPA) June 2014 in Public Administration @ University of Washington. With a robust skill set that includes Business Retirement Plans: 401(k), 403(b), 457(b), SEP IRAs, SIMPLE IRAs, Individual Retirement Plans: Roth IRAs, Traditional IRAs, Equity Investments: Common Stocks, Stock Unit Investment Trusts, Fixed-income Investments: Bonds, Municipal, Corporate, Government-sponsored, Annuities: Fixed, Immediate, Variable and more. Dan Freer has 4 emails and 1 mobile phone numbers on RocketReach.
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