Dan Meyer Email & Phone Number
Director of Operations @ Orion
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Dan Meyer Location
- Omaha, NE, US
Dan Meyer Work
- 2026 -now Director of Operations @
- 2022 -2026 Director - Schwab Private Wealth Services @
- 2020 -2022 Director - New Client Development @
- 2018 -2020 Sr. Manager - New Client Development @
- 2016 -2018 Senior Manager - Asset Transfer Services @
- 2013 -2016 Team Manager @
- 2005 -2013 Account Executive @
- 1999 -2005 Operations Manager @
Dan Meyer Education
- University of Nebraska-Lincoln
Bachelor's Degree of Science (Bachelor's Degree of Science, Economics)
1995-1998
Dan Meyer Skills
- Series 7
- Series 63
- Management
- Securities
- Series 24
- Series 4
- Series 66
- FINRA
- Uniform Combined State Law
- Financial Services
- Customer Service
- Finance
- Leadership
- Wealth Management
- Trading
- Securities Regulation
- Equities
- Mutual Funds
Dan Meyer Summary
- Dan Meyer, based in Omaha, NE, US, is currently a Director of Operations at Orion. Dan Meyer brings experience from previous roles at Charles Schwab and TD Ameritrade. Dan Meyer holds a 1995 - 1998 Bachelor's Degree of Science in Bachelor's Degree of Science, Economics @ University of Nebraska-Lincoln. With a robust skill set that includes Series 7, Series 63, Management, Securities, Series 24 and more. Dan Meyer has 1 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Dan Meyer?
Find contact details for 700 million professionals.
Others Named Dan Meyer
Dan Meyer
Senior Vice President
New York, NY, US
Top Orion Employees
Daniel Crosby
Chief Behavioral Officer
Salt Lake City, UT, US
Ben Bedell
EVP of Application Development
Omaha, NE, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co