2011 -
2019 Director, Business Development Executive - Merrill Lynch and Bank of America and Merrill Edge @ Merrill Lynch/Bank of America/Merrill Edge
2009 -
2011 National Accounts @ The PenFacs Group
2005 -
2009 Regional Sales Vice President @ MetLife Investors
2002 -
2005 Regional Vice President @
1998 -
2002 Regional Vice President @
Dan Haley Education
Western New England University
BA (Finance and Economics)
Dan Haley Skills
Mutual Funds
Fixed Annuities
Retirement
Series 7
401k
Customer Retention
Series 63
Team Management
Series 6
Client Aquisition
Sales Presentations
Self-directed, On-line Investing
Strategic Planning
New Business Development
Series 65
On Line Investing
Sales Management
Account Management
Self Directed
Sales
Leadership
Financial Advisory
Investments
Strategy
Financial Services
Series 24
Management
Health Insurance
Employee Benefits
Dan Haley Summary
Dan Haley, based in Southborough, MA, US, is currently a Soft-lines Lead at Golf Galaxy. Dan Haley brings experience from previous roles at Merrill Lynch/Bank of America/Merrill Edge, The PenFacs Group, MetLife Investors and Nationwide Financial. Dan Haley holds a BA in Finance and Economics @ Western New England University. With a robust skill set that includes Mutual Funds, Fixed Annuities, Retirement, Series 7, 401k and more. Dan Haley has 2 emails on RocketReach.
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