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
- COO Retirement Services, Head of Participant Advice @ (January 2026 - Present)
- Director of Retirement Strategy @ (May 2024 - January 2026)
- Managing Director @ (July 2022 - May 2024)
- Principal @ BC Investment Consulting (July 2022 - May 2024)
- Executive Committee Member @ (June 2021 - August 2022)
- Head of Retirement Products Morningstar Investment Management, LLC @ (July 2020 - July 2022)
- Head of Managed Accounts and Digital Advice @ (July 2019 - July 2020)
- VP Product Strategy, Morningstar Investment Management LLC @ (January 2016 - July 2019)
- Head of Large Market Practice @ (January 2010 - January 2017)
Daniel Bruns Education
- DePaul University
Master of Business Administration (M.B.A.) (Strategy, Finance)
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 Master of Business Administration (M.B.A.) in Strategy, Finance @ 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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