Dan Valente's Location
Kirkland, WA, US
Dan Valente's Work
- Director, Succession Strategies @ Thrivent Financial
- Vice President, Advisor Financial Solutions @ LPL Financial
- M and A, Succession Planning and Practice Management Consulting @ LPL Financial
- M and A, Succession Planning and Practice Acquisitions Consulting @ LPL Financial
- Vice President, Advisor Financial Solutions @ LPL Financial
- Director of National Accounts @ Transamerica Insurance & Investment Group
- Vice President, Business Development and Marketing @ Associated Securities Corp.
Dan Valente's Education
- University of California, Los Angeles
Dan Valente's Skills
- Account Management
- Cloud Computing
- Business Development
- Project Management
- Business Intelligence
- Fixed Income
- Financial Services
- Finance
- Strategic Accounts
- Telecommunications
Dan Valente's Summary
Dan Valente, based in Kirkland, WA, US, is currently a Director, Succession Strategies at Thrivent Financial, bringing experience from previous roles at LPL Financial. Dan Valente holds a University of California, Los Angeles. With a robust skill set that includes Account Management, Cloud Computing, Business Development, Project Management, Business Intelligence and more, Dan Valente contributes valuable insights to the industry. Dan Valente has 2 emails and 1 mobile phone number on RocketReach.
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