Dan Richey work email
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Dan Richey personal email
Results and goal oriented sales professional with 15+ years of experience in financial services and sales working with individual customers, families and businesses. Multiple awards winner for sales production as well as management and leadership. Dedicated sales coach, teacher and people manager driving results while helping others achieve their goals.Personally, I am married to my beautiful wife Rachael and we have 4 children - Hannah, Lincoln, Rylie and Grace.
Superior Retirement Solutions Consulting, Llc
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Business OwnerSuperior Retirement Solutions Consulting, LlcGrapevine, Tx, Us
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Business OwnerSuperior Retirement Solutions Consulting, Llc / Win Financial Group Jul 2020 - PresentDallas-Fort Worth Metroplex- B2B and B2C financial services consulting- Financial planning and analysis - 401k, 403b, TSAs and Pensions- Investments- Annuities- Insurance- Wealth Generation- Estate and Legacy Planning
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Director Of Business DevelopmentRian Real Estate / Exp Sep 2022 - Sep 2023DfwI successfully ran the inside sales department of an award winning real estate company. I was responsible for the production of quality lead generation for a team of 20 licensed real estate agents selling over $100mm in real estate transactions per year. I reported directly to the owner/CEO and was an intricate key person in the day to day management of the entire company.
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Senior Vice President - Financial PlanningFinancial Engines Jun 2017 - Jul 2020Dallas/Fort Worth AreaI am passionate about helping my clients navigate through the financial markets and investing their hard earned assets to achieve all their financial and retirement goals. I was personally responsible for growing my customer base to over $100mm of AUM comprised of individual and family relationships. I took the role of a servant and teacher to educate and advise all my clients big or small to their financial success. We tackled topics such as estate planning, investment management and wealth… Show more I am passionate about helping my clients navigate through the financial markets and investing their hard earned assets to achieve all their financial and retirement goals. I was personally responsible for growing my customer base to over $100mm of AUM comprised of individual and family relationships. I took the role of a servant and teacher to educate and advise all my clients big or small to their financial success. We tackled topics such as estate planning, investment management and wealth generation, as well as financial planning, 401k/403b’s and pensions. I won multiple awards and accolades for my clients success through my efforts and assistance. It was a pleasure to be of service to their family’s financial needs! Show less -
Investment Consultant/Sr Financial ConsultantTd Ameritrade Jun 2015 - Jun 2017Dallas/Fort Worth Area -
National Branch ManagerTd Ameritrade Jan 2015 - Jun 2015Dallas/Fort Worth Area
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Branch ManagerTd Ameritrade Oct 2010 - Jan 2015Fort Lauderdale, Florida
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Investment ConsultantTd Ameritrade Jul 2008 - Oct 2010
Dan Richey Skills
Dan Richey Education Details
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Political Science
Frequently Asked Questions about Dan Richey
What company does Dan Richey work for?
Dan Richey works for Superior Retirement Solutions Consulting, Llc
What is Dan Richey's role at the current company?
Dan Richey's current role is Business Owner.
What is Dan Richey's email address?
Dan Richey's email address is dr****@****nes.com
What schools did Dan Richey attend?
Dan Richey attended University Of North Texas.
What skills is Dan Richey known for?
Dan Richey has skills like Series 7, Uniform Combined State Law, Wealth Management, Mutual Funds, Investment Advisory, Financial Services, Series 24, Asset Allocation, Series 63, Portfolio Management, Sales, Financial Planning.
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Dan Richey
Boston, Ma4sbcglobal.net, credit-suisse.com, berkshirepartners.com, curriculumassociates.com -
Dan Richey
Co-Owner Chief Financial Officer President Of Operations At Sephora HoldingsPeoria Metropolitan Area -
1riverfrontgroves.com -
1duke.edu
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