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
- 2024 -now Shuttlewagon Railcar Mover Specialist @
- 2017 -now President - CEO @ Oakwood Private Investment Group
- 2020 -now Managing Director @
- 2017 -2020 Independent Consultant @
- 2016 -2017 Experienced Investment and Financial Services Professional @ Financial Services Industry
- 2015 -2016 Vice President and Senior Client Advisor @
- 2007 -2015 Regional Director @
- 2003 -2007 VP, Regional Sales Director @ Gartmore Global Investments
- 2002 -2003 Regional Director @ Strategic Partners
- 1999 -2002 Regional Director @ Conseco Fund Group
- 1996 -1999 Regional Vice President @ BISYS Fund Services
- 1994 -1995 Financial Consultant @
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 3 emails and 2 mobile phone numbers on RocketReach.
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