Daniel Schatz Email & Phone Number
Sr. Regional Consultant - DC @ MFS Investment Management
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Daniel Schatz Location
- Chicago, IL, US
Daniel Schatz Work
- 2025 -now Sr. Regional Consultant - DC @
- 2023 -2025 Managing Regional Director - Retirement Strategies @
- 2019 -2023 DCIO Senior Sales Consultant @
- 2014 -2019 Regional Director, DC Sales - Intermediary Distribution @
- 2013 -2014 Regional Sales Manager @
- 2008 -2013 Regional Sales Director @
- 2006 -2008 V.P. Consultant Relations @
- 2004 -2006 RVP, New Business Development @
- 2002 -2004 Retirement Consultant @
- 1999 -2002 Career Agent @
- 1998 -1999 Investor Services Representative @
Daniel Schatz Education
- Colorado State University
Bachelor of Arts (B.A.) (Economics)
1995-1998
Daniel Schatz Skills
- Sales
- Wealth Management
- New Business Development
- Mutual Funds
- Retirement
- Marketing Strategy
- Series 63
- 401k
- Retirement Planning
- Series 6
- Investments
- Financial Services
- Series 7
- Asset Allocation
- Leadership
- Intermediary
- Microsoft Office
- Team Building
- Business Development
- Defined Contribution
- Distribution
Daniel Schatz Summary
- Daniel Schatz, based in Chicago, IL, US, is currently a Sr. Regional Consultant - DC at MFS Investment Management. Daniel Schatz brings experience from previous roles at Natixis Investment Managers, Hartford Funds, Dimensional Fund Advisors and Voya Financial. Daniel Schatz holds a 1995 - 1998 Bachelor of Arts (B.A.) in Economics @ Colorado State University. With a robust skill set that includes Sales, Wealth Management, New Business Development, Mutual Funds, Retirement and more. Daniel Schatz has 1 emails and 1 mobile phone numbers on RocketReach.
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