Dan Rodney Email & Phone Number
Associate Vice President
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Dan Rodney Location
- Huntington Beach, CA, US
Dan Rodney Work
- 2015 -now Associate Vice President @ Real Estate Investment Trust
- 2013 -2015 Financial Advisor @
- 2012 -2013 Financial Advisor @
- 2010 -2011 Internal Sales Consultant @ KBS Capital Markets Group
- 2006 -2008 Regional Vice President @
- 2005 -2006 Regional Marketing Director @ Hartford\ Planco
- 2002 -2005 Senior Internal Wholesaler @
- 1999 -2002 CSR Trainer @
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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