Investment Counselor @ (October 2020 - March 2024)
Financial Advisor @ (June 2018 - October 2020)
Chief Operating Officer @ (June 2014 - February 2018)
Licensed Paraplanner @ (February 2011 - June 2014)
Client Service Assistant @ Pacific Continental Bank (August 2010 - February 2011)
Senior Client Service Specialist @ Pacific Continental Bank (August 2009 - July 2010)
Client Service Specialist @ Pacific Continental Bank (August 2008 - July 2009)
Dan Willey Education
Northwest Nazarene University
Bachelor of Business Administration - BBA (Business Administration and Management, General)
2005-2008
Westview High School 2000-2004
Dan Willey Summary
Dan Willey, based in Portland, OR, US, is currently a Wealth Management Advisor at Pillar Financial Group. Dan Willey brings experience from previous roles at Fisher Investments, Northwestern Mutual and Clear Financial Partners. Dan Willey holds a 2005 - 2008 Bachelor of Business Administration - BBA in Business Administration and Management, General @ Northwest Nazarene University. Dan Willey has 6 emails and 4 mobile phone numbers on RocketReach.
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