Dan Stroh Location
- Athens, OH, US
Dan Stroh Work
- 2023 -now Financial Advisor @
- 2010 -2023 Executive Vice President, Benefits and Financial Advisor @ Snider, Stroh, Jarrett Financial
- 2014 -2020 Adjunct Faculty -- Department of Finance, College of Business @ Ohio University
- 2006 -2010 Assistant Dean for Development in the Russ College of Engineering and Technology @
- 2005 -2006 Development Coordinator for the Patton College of Education @
- 2003 -2005 Research Analyst @
Dan Stroh Education
- FINRA
Series 7 (General Securities License) (Series 63(Uniform Securities Agent State Law Exam), Series 66)
- Ohio & West Virginia
Life (Health & Annuity Insurance License)
- UCLA Anderson School of Management
C(k)P (Certified 401(k) Professional)
- Ohio University
MA (Political Science, Public Administration)
- Ohio University
BA (Political Science)
Dan Stroh Skills
- Financial Services
- Financial Advisory
- Independent Financial Advice
- Series 7
- Retirement Plan Consulting
- Wealth Management
- Licensed Life & Health Insurance Agent
- College Savings Plans
- Long Term Care Insurance
- 401k Rollovers
- High Deductible Health Plans
- Retirement Planning
- Community Development
- Fundraising
- Investment Advisory
- FINRA
- Finance
- Securities
- Employee Benefits
- Higher Education
- Nonprofits
- Program Development
- Community Outreach
- Investments
- Volunteer Management
- Alumni Relations
- Life Insurance
- Newsletters
- Public Speaking
- Employee Benefits Design
- Insurance
- PowerPoint
- Sales
- Strategic Planning
- Customer Service
- Financial Analysis
- Licensed Life And Health Insurance Agent
Dan Stroh Summary
- Dan Stroh, based in Athens, OH, US, is currently a Financial Advisor at OUCU Financial. Dan Stroh brings experience from previous roles at Snider, Stroh, Jarrett Financial and Ohio University. Dan Stroh holds a Series 7 (General Securities License) in Series 63(Uniform Securities Agent State Law Exam), Series 66 @ FINRA. With a robust skill set that includes Financial Services, Financial Advisory, Independent Financial Advice, Series 7, Retirement Plan Consulting and more. Dan Stroh has 2 emails and 1 mobile phone numbers on RocketReach.
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