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
- Sr. Regional Consultant - DC @ (November 2025 - Present)
- Managing Regional Director - Retirement Strategies @ (November 2023 - November 2025)
- DCIO Senior Sales Consultant @ (December 2019 - June 2023)
- Regional Director, DC Sales - Intermediary Distribution @ (September 2014 - December 2019)
- Regional Sales Manager @ (April 2013 - September 2014)
- Regional Sales Director @ (September 2008 - March 2013)
- V.P. Consultant Relations @ (March 2006 - September 2008)
- RVP, New Business Development @ (January 2004 - January 2006)
- Retirement Consultant @ (April 2002 - January 2004)
- Career Agent @ (November 1999 - April 2002)
- Investor Services Representative @ (October 1998 - September 1999)
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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