Dan Miron

Dan Miron Email and Phone Number

Sales Representative @ NFG Brokerage
Carlsbad, CA, US
Dan Miron's Location
Carlsbad, California, United States, United States
Dan Miron's Contact Details

Dan Miron personal email

About Dan Miron

A detail-oriented professional successful in attaining sales and marketing goals with 20yrs of experience in the financial service industry. Possesses excellent analytical, presentation and organization skills. An effective and successful external wholesaler with the skills and experience within the wire, bank and independent channels to expand and manage a successful region.~Ranked in top tier with many firms.~Position Life, Annuities, Mutual Funds and Linked Benefits as a solution within the region.~Experience with bank, wire and independent channels.~Relationships within Western US for domestic and off-shore distribution.~FINRA Series 7,63 and Life.~Clean U-4.~Corporate layoffs: Clarke Financial, Genworth, Sun Life and Duerr.

Dan Miron's Current Company Details
NFG Brokerage

Nfg Brokerage

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Sales Representative
Carlsbad, CA, US
Dan Miron Work Experience Details
  • Nfg Brokerage
    Sales Representative
    Nfg Brokerage
    Carlsbad, Ca, Us
    View
  • Wintrust Financial Corporation
    Vp At Wintrust Life Finance
    Wintrust Financial Corporation Aug 2023 - Present
    Rosemont, Il, Us
    Enhance Wintrust presence and branding within the Life Insurance premium finance Industry. Focus on top producers, brokers, carriers and wholesalers to educate premium finance as a tool to assist the clients estate and/or business succession plan with life insurance.
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  • Crump Life Insurance Services
    External Wholesaler
    Crump Life Insurance Services Mar 2018 - Aug 2023
    Harrisburg, Pennsylvania, Us
    External Wholesaler. Responsible for positioning Life, Annuities and Linked Benefit products through national accounts within Western US region. Representing Transamerica, Lincoln, Pacific Life, Nationwide, Securian, John Hancock and Mutual of Omaha. Focus on solution education through national/regional meetings and training seminars.
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  • Genworth Financial
    Regional Vice President - Ltc
    Genworth Financial Jan 2012 - Jan 2016
    Glen Allen, Virginia, Us
    Represented Genworth Financial in the Long Term Care market. Territory is based in California, Oregon and Washington. The Products consist of traditional and UL link solution for the client. Priority firms were: MSSB, UBS, Merrill Lynch, Citi, Ameriprise, Edward Jones and BGA independent channels.
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  • Sun Life International
    Regional Vice President
    Sun Life International Jul 2008 - Jan 2012
    Responsible for expanding Sun Life International off shore Investment products within Western US. The products are designed for international clients looking for wealth preservation and wealth transfer. Successfully expanded and strengthened numerous relationships within Merrill Lynch, UBS, MSSB, HSBC, Chase, Wells Fargo, Bank West, LPL, Primevest and independent insurance groups.
  • Nationwide Financial
    Regional Vice President
    Nationwide Financial Feb 2007 - Jul 2008
    Us
    Responsible for expanding Nationwide variable annuities, mutual funds and life products via bank channels across Northern California. Developed, expanded and evolved relationships within Wells Fargo, Union Bank, US Bank, Bank of the West and other major banks.
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  • Duerr Financial
    Regional Vice President
    Duerr Financial Oct 2004 - Jul 2007
    Responsible for product expansion as part of Duerr Financial, a subsidy of BNP Parabas, a TPA firm that focused on regional and national banks within Western US. Investment firms represented through Duerr Financial consisted of: TransAmerica, New York Life, Lincoln MoneyGuard, Old Mutual of Bermuda, AIG and One America. The products consisted of variable/fixed annuities, long term care, offshore investments, life and qualified plans.Key accounts were with Citibank, Union Bank, Bank of the West and 1st Bank
  • Federated Investors
    External Wholesaler
    Federated Investors Jan 1999 - Apr 2004
    Pittsburgh, Pa, Us
    Responsible for increasing market share of mutual funds and variable annuity sales through bank channels within N. California and Nevada territory. Key Firms included: Bank of America,Citibank,Union Bank, Bank of the West, US Bank and Wachovia.
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Dan Miron Skills

Investments Variable Annuities Fixed Annuities Finance Long Term Care Insurance Financial Services Retirement Planning Sales Mutual Funds

Dan Miron Education Details

  • The Ohio State University Fisher College Of Business
    The Ohio State University Fisher College Of Business
    Marketing

Frequently Asked Questions about Dan Miron

What company does Dan Miron work for?

Dan Miron works for Nfg Brokerage

What is Dan Miron's role at the current company?

Dan Miron's current role is Sales Representative.

What is Dan Miron's email address?

Dan Miron's email address is da****@****hoo.com

What schools did Dan Miron attend?

Dan Miron attended The Ohio State University Fisher College Of Business.

What skills is Dan Miron known for?

Dan Miron has skills like Investments, Variable Annuities, Fixed Annuities, Finance, Long Term Care, Insurance, Financial Services, Retirement Planning, Sales, Mutual Funds.

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