Dan Herzig's Location
Sylvania, Ohio, United States
Dan Herzig's Work
- Financial Advisor @ Merrill Lynch
- Financial Advisor @ Citizens Securities, Inc.
- Financial Advisor @ Valic Financial Adviors
Dan Herzig's Education
- Affiliationsdenison University
Dan Herzig's Skills
- Project Management
- Wealth Management
- Retirement
- Strategic Financial Planning
- Branch Banking
- Loans
- Retirement Planning
- Mutual Funds
- Series 66
- Portfolio Management
Dan Herzig's Summary
Dan Herzig, based in Sylvania, Ohio, United States, is currently a Financial Advisor at Merrill Lynch, bringing experience from previous roles at Citizens Investment Services, Valic Financial Adviors, Keybank and Valic. Dan Herzig holds a Affiliationsdenison University. With a robust skill set that includes Project Management, Wealth Management, Retirement, Strategic Financial Planning, Branch Banking and more, Dan Herzig contributes valuable insights to the industry. Dan Herzig has 1 email on RocketReach.
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