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Dan Pierson Location
New York, NY, US
Dan Pierson Work
Chief Operating Officer @ (March 2026 - Present)
Chief Distribution Officer @ (September 2021 - February 2025)
Founder and President @ (November 2014 - September 2021)
Founder and CEO @ Independent Life Brokerage (April 2009 - November 2014)
Vice President @ Kaiser Financial Group, Inc. (November 2002 - April 2009)
Registered Rep @ (November 2001 - November 2002)
Operations and Marketing Director @ (August 1997 - October 2001)
Dan Pierson Education
University of Maryland College Park
BS (Finance & Marketing)
1993-1997
NYU Stern School of Business
(Innovation)
Dan Pierson Skills
Leadership
Business Development
Life Insurance
Operations Management
New Business Development
Underwriting
Insurance
Term Life Insurance
Estate Planning
Financial Planning
Strategy
Financial Services
Whole Life
Sales
Strategic Planning
General Insurance
Strategic Financial Planning
Small Business
Marketing
Liability
Pensions
Finance
Sales Management
Whole Life Insurance
Sales Operations
Business Strategy
Business-to-Business (B2B)
Entrepreneurship
Business Management
Management
Brokers
Relationship Management
Team Building
Time Management
People Management
operations
Retirement
Universal Life
Buy-sell Agreements
Permanent Life Insurance
Wealth Accumulation
Fixed Annuities
Financial Advisory
Long-term Care
Securities
Disability Insurance
Long Term Care Insurance
Claim
Risk Management
Retirement Planning
Wealth
Reinsurance
401k
Investments
Financial Planners
IRAs
Wealth Management
Life %26 Health Licenses
Healthcare
Nursing
Marketing Strategy
Startups
Buy Sell Agreements
Long Term Care
Dan Pierson Summary
Dan Pierson, based in New York, NY, US, is currently a Chief Operating Officer at First Financial Resources. Dan Pierson brings experience from previous roles at Modern Life, LegacyShield, Independent Life Brokerage and Kaiser Financial Group, Inc.. Dan Pierson holds a 1993 - 1997 BS in Finance & Marketing @ University of Maryland College Park. With a robust skill set that includes Leadership, Business Development, Life Insurance, Operations Management, New Business Development and more. Dan Pierson has 2 emails and 3 mobile phone numbers on RocketReach.
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