Dan Rodney Email & Phone Number
Associate Vice President
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Dan Rodney Location
- Huntington Beach, CA, US
Dan Rodney Work
- Associate Vice President @ Real Estate Investment Trust (September 2015 - Present)
- Financial Advisor @ (October 2013 - September 2015)
- Financial Advisor @ (April 2012 - October 2013)
- Internal Sales Consultant @ KBS Capital Markets Group (July 2010 - June 2011)
- Regional Vice President @ (March 2006 - August 2008)
- Regional Marketing Director @ Hartford\ Planco (March 2005 - April 2006)
- Senior Internal Wholesaler @ (January 2002 - January 2005)
- CSR Trainer @ (October 1999 - March 2002)
Dan Rodney Education
- Loyola Marymount University
BS
1994-1998 - Orange Coast College
Associate of Arts (A.A.) (Business Administration and Management, General)
1990-1993
Dan Rodney Skills
- Retirement Planning
- Asset Allocation
- Wealth Management
- Finance
- Fixed Annuities
- Investments
- Mutual Funds
- Retirement
- Series 6
- Series 7
- Alternative Investments
- Life Insurance
- Series 63
- Insurance
- Financial Advisory
- Financial Services
- Securities
- Estate Planning
- Business Relationship Management
- Wealth Management Services
- IRAs
- 401K Retirement Savings Plans
- FINRA
- Investment Strategies
- Long Term Care Insurance
- Term Life Insurance
- Investment Management
- 401 Retirement Savings Plans
Dan Rodney Summary
- Dan Rodney, based in Huntington Beach, CA, US, is currently a Associate Vice President at Real Estate Investment Trust. Dan Rodney brings experience from previous roles at Wells Fargo Advisors, Edward Jones, KBS Capital Markets Group and Genworth Financial. Dan Rodney holds a 1994 - 1998 BS @ Loyola Marymount University. With a robust skill set that includes Retirement Planning, Asset Allocation, Wealth Management, Finance, Fixed Annuities and more. Dan Rodney has 1 emails on RocketReach.
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