Daniel Bergan Location
- Atlanta, GA, US
Daniel Bergan Work
- 2024 - now Managing Director @ Paradigm - Gilbert | Higginbotham
- 2023 - now Vice President @ Paradigm-Gilbert / Higginbotham
- 2022 - 2023 Head Of Insurance and Annuities @
- 2020 - 2023 Insurance Strategist, Wealth Strategies Group @
- 2018 - 2020 Regional Marketing Director @
- 2017 - 2018 Regional Insurance and Planning Specialist @
- 2012 - 2017 Senior Vice President Wealth Structuring Specialist @
- 2007 - 2012 Financial Advisor @
Daniel Bergan Education
- Williams College
- Penn State University
- Deerfield Academy
- Princeton Day School
Daniel Bergan Skills
- Private Placement & Premium Finance Specialist
- Retirement Planning
- Fixed Annuities
- Disability Insurance
- Retirement
- Series 7
- Long-term Care
- Life Insurance
- Strategic Financial Planning
- Mutual Funds
- Series 63
- Insurance
- Investments
- Long Term Care Insurance
- Wealth Management
- IRAs
- 401k
- Wealth Accumulation
- Term Life Insurance
- Asset Allocation
- Financial Advisory
- Risk Management
- Estate Planning
- Securities
- Sales
- PowerPoint
- Microsoft Office
- Financial Planning
- Financial Planners
- Customer Service
- Financial Services
Daniel Bergan Summary
- Daniel Bergan, based in Atlanta, GA, US, is currently a Managing Director at Paradigm - Gilbert | Higginbotham. Daniel Bergan brings experience from previous roles at Paradigm-Gilbert / Higginbotham, Goldman Sachs Ayco Personal Financial Management and Lincoln Financial Group. Daniel Bergan holds a Williams College. With a robust skill set that includes Private Placement & Premium Finance Specialist, Retirement Planning, Fixed Annuities, Disability Insurance, Retirement and more. Daniel Bergan has 1 emails on RocketReach.
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