Daniel Bruns Email & Phone Number
COO Retirement Services, Head of Participant Advice @ Creative Planning
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Daniel Bruns Location
- Chicago, IL, US
Daniel Bruns Work
- 2026 -now COO Retirement Services, Head of Participant Advice @
- 2024 -2026 Director of Retirement Strategy @
- 2022 -2024 Managing Director @
- 2022 -2024 Principal @ BC Investment Consulting
- 2021 -2022 Executive Committee Member @
- 2020 -2022 Head of Retirement Products Morningstar Investment Management, LLC @
- 2019 -2020 Head of Managed Accounts and Digital Advice @
- 2016 -2019 VP Product Strategy, Morningstar Investment Management LLC @
- 2010 -2017 Head of Large Market Practice @
Daniel Bruns Education
- DePaul University 2012-2014
Daniel Bruns Skills
- Software Project Management
- Management
- Analysis
- Start-ups
- Investments
- Negotiation
- Asset Management
- Product Development
- Product Management
- business
- Business Strategy
- Entrepreneurship
- Portfolio Management
- Investment Management
- Strategy
- Equities
- Fixed Income
- Financial Services
- Start Ups
- Microsoft Office
- Program Management
- Marketing
- Microsoft Excel
- SQL
- Software Quality Assurance
- Marketing Strategy
Daniel Bruns Summary
- Daniel Bruns, based in Chicago, IL, US, is currently a COO Retirement Services, Head of Participant Advice at Creative Planning. Daniel Bruns brings experience from previous roles at Creative Planning, Athena Advisory Inc, BC Investment Consulting and Defined Contribution Institutional Investment Association (DCIIA). Daniel Bruns holds a 2012 - 2014 DePaul University. With a robust skill set that includes Software Project Management, Management, Analysis, Start-ups, Investments and more. Daniel Bruns has 2 emails and 2 mobile phone numbers on RocketReach.
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