Dane Vigen Email
Wealth Advisor @ The First National Bank and Trust Company of Newtown
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Dane Vigen Location
- Glenside, PA, US
Dane Vigen Work
- 2026 -now Wealth Advisor @
- 2025 -2026 Flagship Representative @
- 2024 -2025 Wealth Planner @
- 2023 -2024 Tax Planner @
- 2021 -2023 Revenue Agent @ Internal Revenue Service
- 2020 -2021 Associate @
- 2018 -2020 Paralegal @ Luks, Santaniello, Petrillo & Cohen & Constangy
- 2017 -2018 Secretary and Legal Assistant @ Office of the State Attorney
- 2014 -2016 AR Specialist @
Dane Vigen Education
- Western Governors University
Master's degree (Accounting)
2021-2021 - Western Governors University
Bachelor of Science - BS (Accounting)
2019-2020 - Florida State College at Jacksonville
Associate of Science - AS (Paralegal Studies)
2018-2019
Dane Vigen Skills
- General Ledgers
- Balance Sheet Review
- Creative Problem Solving
- Customer Relationship Management (CRM)
- ERISA
- Compliance Testing
- Audit Reports
- Relationship Building
- Analytical Skills
- Investment Strategies
- Financial Advisory
- Employee Benefits
- Problem Solving
- Customer Service
- Client Correspondence
- Private Clients
- Sensitive Issues
- Back Office Operations
- Client Relations
- Deadline Oriented
- Attention to Detail
- Presentations
- Uniform Combined State Law
- Tax
- Investments
- Investment Decisions
- Presenting Solutions
- Financial Planning
- Tax Advisory
- FINRA
- Tax Compliance
- Tax Preparation
- Auditing
- Variance Analysis
- Month-End Close Process
- Microsoft Office
- Business Operations
- Generally Accepted Accounting Principles (GAAP)
- Financial Reporting
- Tax Law
- Finance
- Financial Analysis
- QuickBooks
- Leadership
- Legal Research
- Financial Statements
- Accounting
- Microsoft Excel
Dane Vigen Summary
- Dane Vigen, based in Glenside, PA, US, is currently a Wealth Advisor at The First National Bank and Trust Company of Newtown. Dane Vigen brings experience from previous roles at Vanguard, Corient, Northern Financial Advisors, Inc. and Internal Revenue Service. Dane Vigen holds a 2021 - 2021 Master's degree in Accounting @ Western Governors University. With a robust skill set that includes General Ledgers, Balance Sheet Review, Creative Problem Solving, Customer Relationship Management (CRM), ERISA and more. Dane Vigen has 2 emails on RocketReach.
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Dane Vigen
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Top The First National Bank and Trust Company of Newtown Employees
Jaclyn Bogert
Director of Human Resources
Newtown Grant, PA, US
Margaret Young
Vice President
Langhorne, PA, US
Barry Pflueger
Executive Vice President and Director
Philadelphia, PA, US
Charles Siegfried
Executive Vice President\CFO
Chalfont, PA, US
Donna Dunham-Smith
Senior Vice President
Newtown, PA, US
Ryan Luby
Commercial and Consumer Lender
Newtown, PA, US
Kim Cole
Vice President and Trust Officer
Southampton, PA, US
Jan Jones
Asst. Vice President
Newtown Grant, PA, US
Carol Mitchell
SVP and CFO and COO
Eagle Lake, TX, US
Allison Prybella
Assistant Vice President
Philadelphia, PA, US
Adrian Perez
Financial agent
New York, NY, US
Dane Vigen
Wealth Advisor
Glenside, PA, US
Brandon Wiegand
Investment Portfolio Manager
Newtown Grant, PA, US
William Chu
Portfolio Manager
Philadelphia, PA, US
Sonal Patel
Credit Analyst | Commerical Lending
New York, NY, US
Timothy Ristow
Vice President, Senior Portfolio Manager
Newtown, PA, US
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