Dan Pierson Email & Phone Number

Chief Operating Officer @ First Financial Resources

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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
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
Account Management
Advertising
B2B Marketing Strategy
Business Planning
Content Strategy
Contract Negotiation
Creativity and Innovation
Cross-Functional Team Building
Customer Relationship Management (CRM)
Customer Retention
Direct Sales
Employee Training
Executive Leadership
Executive Management
Go-to-Market Strategy
HubSpot
Insurance Brokerage
Interpersonal Skills
Interviewing
Joint Ventures
Key Performance Indicators
Lead Generation
Leadership Development
Marketing Strategy
Mergers & Acquisitions (M&A)
Microsoft Office
Negotiation
Newsletters
Operational Planning
Organization Skills
Organizational Development
Organizational Leadership
Problem Solving
Project Management
Public Speaking
Recruiting
Request for Proposal (RFP)
Retail
Sales Processes
Sales and Marketing
Social Media Marketing
Software as a Service (SaaS)
Strategic Leadership
Strategic Partnerships
Strategic Thinking
Talent Management
Team Leadership
Teamwork
Universal Life Insurance
Vendor Management
Windows
Wireless Technologies
Writing
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
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. 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.