Dan Pion Location
Boston, MA, US
Dan Pion Work
- 2020 - now Lead Advisor @ Sentry Hill Financial Advisors Northwestern Mutual
- 2018 - 2020 Financial Advisor at Citizens Investment Services @ Citizens Securities, Inc.
- 2011 - 2018 Adjunct Professor @ Van Loan School at Endicott College
- 2010 - 2018 Licensed Agent @ New York Life
- 2010 - 2018 Financial Services Professional @ NYLIFE Securities LLC
- 2008 - 2010 Major Accounts District Manager - Retirement Services @ ADP
- 1995 - 2008 Manager, Recruiting @ Reardon Associates
Dan Pion Education
- The Washington Center for Internships and Academic Seminars
(Business Administration, Management, Business Administration And Management)
- Northeastern University
Master Of Business Administration (Finance)
- State University of New York at Oneonta
Bachelor Of Science (Business Economics)
Dan Pion Skills
- 401 Rollovers
- Annuity Sales
- Estate Planning
- Insurance
- Gifting Strategies
- Key Person Protection
- Multi Generational Planning
- Multi Generational Wealth Transfer
- Protection Planning/family Security
- Wealth Preservation Planning
Dan Pion Summary
Dan Pion, based in Boston, MA, US, is currently a Lead Advisor at Sentry Hill Financial Advisors Northwestern Mutual. Dan Pion brings experience from previous roles at Citizens Investment Services, Van Loan School at Endicott College, New York Life Insurance Company and Nylife Securities LLC. Dan Pion holds a The Washington Center for Internships and Academic Seminars. With a robust skill set that includes 401 Rollovers, Annuity Sales, Estate Planning, Insurance, Gifting Strategies and more. Dan Pion has 1 emails on RocketReach.
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