Dan Treacy Email & Phone Number
Financial Advisor and Vice President of the Greater NY Complex @ Equitable Advisors
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Dan Treacy Location
- Melville, NY, US
Dan Treacy Work
- 2020 -now Financial Advisor and Vice President of the Greater NY Complex @
- 2015 -2020 Financial Advisor @
- 2010 -2015 Pension Consultant @
Dan Treacy Education
- State University of New York College at Oneonta
Bachelor of Applied Science (BASc) (Human Biology, Chemistry)
- Ward Melville High School
High School
Dan Treacy Skills
- Employee Benefits
- 401(k) Rollover Strategies
- Investment Advisory Services
- Retirement Planning
- Insurance Strategies
- Microsoft Office
- Customer Service
- Leadership
Dan Treacy Summary
- Dan Treacy, based in Melville, NY, US, is currently a Financial Advisor and Vice President of the Greater NY Complex at Equitable Advisors. Dan Treacy brings experience from previous roles at AXA Advisors, LLC and QDRO Advisors Inc.. Dan Treacy holds a Bachelor of Applied Science (BASc) in Human Biology, Chemistry @ State University of New York College at Oneonta. With a robust skill set that includes Employee Benefits, 401(k) Rollover Strategies, Investment Advisory Services, Retirement Planning, Insurance Strategies and more. Dan Treacy has 3 emails and 2 mobile phone numbers on RocketReach.
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