Dan Valente Email & Phone Number
Growth and M and A Consulting @ Creative Planning
5 free lookup(s).
Dan Valente Location
- Kirkland, WA, US
Dan Valente Work
- 2025 - now Growth and M and A Consulting @
- 2023 - 2025 Business Strategy Consultant @
- 2022 - 2023 Director, Business Consulting - Succession Strategies @ Thrivent Financial
- 2003 - 2022 Vice President, Business Consulting - Advisor Financial Solutions @
- 2003 - 2022 M and A, Succession Planning and Practice Management Consulting @
- 2003 - 2022 M and A, Succession Planning and Practice Acquisitions Consulting @
- 2003 - 2022 Full-time @
- 2001 - 2003 Director of National Accounts @ Transamerica Insurance & Investment Group
- 1999 - 2001 Vice President, Business Consulting and Development @ Associated Securities Corp.
Dan Valente Education
- UCLA
Dan Valente Summary
- Dan Valente, based in Kirkland, WA, US, is currently a Growth and M and A Consulting at Creative Planning. Dan Valente brings experience from previous roles at Wholesaler Express, Thrivent Financial and LPL Financial. Dan Valente holds a UCLA. Dan Valente has 1 emails and 1 mobile phone numbers on RocketReach.
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