Dan Johnson Email & Phone Number
CEO, Wealth Advisor @ Birchcreek Wealth Management
5 free lookup(s).
Dan Johnson Location
- Dayton, OH, US
Dan Johnson Work
- 2019 - now CEO, Wealth Advisor @
- 2010 - 2019 First Vice President, Wealth Management Advisor @
- 2007 - 2009 Retirement Specialist @
- 2006 - 2006 Wealth Management Intern @
Dan Johnson Education
- University of Florida
Bachelor's Degree (Business Finance)
2003 - 2007
Dan Johnson Skills
- Portfolio Management and Investment Stratgies
- Retirement Planning
- Family Financial Advisor
- Corporate Retirement Plans
- Estate Planning Strategies and Wealth Transfer
Dan Johnson Summary
- Dan Johnson, based in Dayton, OH, US, is currently a CEO, Wealth Advisor at Birchcreek Wealth Management. Dan Johnson brings experience from previous roles at Merrill Lynch Wealth Management, T. Rowe Price and Merrill Lynch. Dan Johnson holds a 2003 - 2007 Bachelor's Degree in Business Finance @ University of Florida. With a robust skill set that includes Portfolio Management and Investment Stratgies, Retirement Planning, Family Financial Advisor, Corporate Retirement Plans, Estate Planning Strategies and Wealth Transfer and more. Dan Johnson has 2 emails on RocketReach.
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Top Birchcreek Wealth Management Employees
Jake Bartel
Wealth Advisor
Jacksonville, FL, US
Ashlee Hoagland
Director Of Client Services
Miamisburg, OH, US
Kendra Lupton
Client Service Associate
Dayton, OH, US
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