Dan Lunne Email & Phone Number
Shuttlewagon Railcar Mover Specialist @ Miami Industrial Trucks, Inc.
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Dan Lunne Location
- Dayton, OH, US
Dan Lunne Work
- Shuttlewagon Railcar Mover Specialist @ (October 2024 - Present)
- President - CEO @ Oakwood Private Investment Group (January 2017 - Present)
- Managing Director @ (July 2020 - Present)
- Independent Consultant @ (March 2017 - June 2020)
- Experienced Investment and Financial Services Professional @ Financial Services Industry (October 2016 - January 2017)
- Vice President and Senior Client Advisor @ (June 2015 - September 2016)
- Regional Director @ (July 2007 - January 2015)
- VP, Regional Sales Director @ Gartmore Global Investments (March 2003 - July 2007)
- Regional Director @ Strategic Partners (August 2002 - February 2003)
- Regional Director @ Conseco Fund Group (July 1999 - August 2002)
- Regional Vice President @ BISYS Fund Services (February 1996 - August 1999)
- Financial Consultant @ (February 1994 - October 1995)
Dan Lunne Education
- The University of Dayton
Bachelor of Business Administration (BBA) (Marketing)
1988-1993
Dan Lunne Skills
- Consulting
- Sales Presentations
- Direct Sales
- Fundraising
- Portfolio Management
- Account Management
- Sales
- Sales and Marketing
- Business Relationship Management
- Presentation Skills
- Working with Investors
- Client Services
- Interpersonal Skills
- Client Relations
- Financial Advisory
- Consultative Selling
- Customer Presentations
- Management
- Leadership
- Public speaking
- Accomplished singer, songwriter and musician
- Relationship building
- Investments
- Wealth Management
- Business Development
- Risk Management
- Sales Process
- Retirement Planning
- Series 63
- Mutual Funds
- Customer Service
- Marketing
- Financial Services
- Financial Planning
- Songwriter And Musician
- Asset Management
- Accomplished Singer
- Asset Allocation
Dan Lunne Summary
- Dan Lunne, based in Dayton, OH, US, is currently a Shuttlewagon Railcar Mover Specialist at Miami Industrial Trucks, Inc.. Dan Lunne brings experience from previous roles at Oakwood Private Investment Group, Atlas Advisors, LLC, Red Oak Capital Fund, LLC and Financial Services Industry. Dan Lunne holds a 1988 - 1993 Bachelor of Business Administration (BBA) in Marketing @ The University of Dayton. With a robust skill set that includes Consulting, Sales Presentations, Direct Sales, Fundraising, Portfolio Management and more. Dan Lunne has 5 emails and 3 mobile phone numbers on RocketReach.
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