Dan Michaud Email & Phone Number
Investment Advisor @ NPF Investment Advisors
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Dan Michaud Location
- United States
Dan Michaud Work
- Investment Advisor @ (May 2026 - Present)
- Associate Investment Advisor @ (May 2023 - Present)
- LPL Financial Advisor at MaxWealth Management, located at Lake Michigan Credit Union @ (November 2020 - May 2023)
- Relationship Manager @ (October 2016 - August 2020)
- Financial Representative II @ (June 2016 - October 2016)
Dan Michaud Education
- Aquinas College
Bachelor of Science in Business Administration (Bachelor of Arts in Mathematics)
Dan Michaud Skills
- 401(k) Retirement Savings Plans
- Budgeting
- Business Relationship Management
- Charitable Giving
- Client Education
- Client Presentation
- Client Rapport
- College Education Planning
- Communication
- Creative Problem Solving
- Critical Thinking
- Customer Relationship Management (CRM)
- Customer Service
- Debt Management
- Empathy
- Estate Planning
- Event Planning
- Faith-based
- Financial Advisory
- Financial Planning
- Financial Services
- Genuine
- Holistic Financial Planning
- IRAs
- Insurance Planning
- Interpersonal Communication
- Interpersonal Skills
- Investments
- Leadership
- Microsoft Excel
- Networking
- Persistence
- Personal Development
- Personal Financial Planning
- Portfolio Management
- Presentations
- Professional Phone Skills
- Public Speaking
- Relationship Building
- Retirement Planning
- Sales
- Sales Management
- Social Networking
- Strategic Planning
- Team Building
- Teamwork
- Time Management
- Trusting Relationships
- Wealth Management
Dan Michaud Summary
- Dan Michaud, based in United States, is currently a Investment Advisor at NPF Investment Advisors. Dan Michaud brings experience from previous roles at NPF Investment Advisors, LPL Financial and Fidelity Investments. Dan Michaud holds a Bachelor of Science in Business Administration in Bachelor of Arts in Mathematics @ Aquinas College. With a robust skill set that includes 401(k) Retirement Savings Plans, Budgeting, Business Relationship Management, Charitable Giving, Client Education and more. Dan Michaud has 3 emails and 3 mobile phone numbers on RocketReach.
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