Dan Willey

Dan Willey Email and Phone Number

Wealth Management Advisor @ Pillar Financial Group
Portland, OR, US
Dan Willey's Location
Portland, Oregon, United States, United States
Dan Willey's Contact Details
About Dan Willey

Guiding individuals, families, and businesses toward financial objectives with forward-thinking advice.

Dan Willey's Current Company Details
Pillar Financial Group

Pillar Financial Group

View
Wealth Management Advisor
Portland, OR, US
Website:
pillar.nm.com
Employees:
23
Dan Willey Work Experience Details
  • Pillar Financial Group
    Wealth Management Advisor
    Pillar Financial Group
    Portland, Or, Us
    View
  • Pillar Financial Group - Northwestern Mutual Private Client Group
    Private Wealth Advisor
    Pillar Financial Group - Northwestern Mutual Private Client Group Apr 2024 - Present
    Portland, Oregon
    Series 6 | Series 7 | Series 63 | Series 65 | Life and Health Insurance
    View
  • Fisher Investments
    Investment Counselor
    Fisher Investments Oct 2020 - Mar 2024
    Camas, Washington, United States
    View
  • Northwestern Mutual
    Financial Advisor
    Northwestern Mutual Jun 2018 - Oct 2020
    Portland, Or
    Series 6 | Series 7 | Series 63 | Series 65 | Life and Health Insurance
    View
  • Clear Financial Partners
    Chief Operating Officer
    Clear Financial Partners Jun 2014 - Feb 2018
    Lake Oswego, Oregon
    Financial advising and relationship cultivation.Worked diligently with an independent advisor to develop a local firm and position it for national expansion.Regularly implemented and integrated value-adding processes formed in cooperation with the CEO.Established and advanced systems and tools to increase efficiency and eliminate redundancies within the firm and franchise branches.Responsible for hiring decisions and career development discussions.Vendor management and negotiation.Oversaw key administrative processes.Series 6 | Series 7 | Series 63 | Series 65 | Life and Health Insurance
    View
  • Clear Financial Partners
    Licensed Paraplanner
    Clear Financial Partners Feb 2011 - Jun 2014
    Lake Oswego, Oregon
    Primary point of contact for top clients.Board-based technical knowledge of investment products.General knowledge of applicable tax and legal concepts.Portfolio analysis and optimization.Strengthened client relationships by providing outstanding service and follow-through.Series 6 | Series 63 | Life and Health Insurance
    View
  • Pacific Continental Bank
    Client Service Assistant
    Pacific Continental Bank Aug 2010 - Feb 2011
    Portland, Or
    Front-line client service position.Oversaw compliance and branch operations.Worked with minimal direct supervision. Demonstrated self-motivation, organization, and discipline.Managed multiple tasks at once and prioritized until completion.Responsible for developing, servicing, and expanding relationships with existing clients. This included cross selling products to clients with the help of internal departments.
    View
  • Pacific Continental Bank
    Senior Client Service Specialist
    Pacific Continental Bank Aug 2009 - Jul 2010
    Portland, Or
    Front-line client service position.Executed compliance and branch operations.Responsible for developing, servicing, and expanding relationships with existing clients.
    View
  • Pacific Continental Bank
    Client Service Specialist
    Pacific Continental Bank Aug 2008 - Jul 2009
    Portland, Or
    Front-line client service position.
    View

Dan Willey Skills

Circumstances Loan Servicing Series 63 Market Fixed Annuities Branch Banking Prospects Cash Flow Results Oriented Distribution Strategies Big Picture Valuation Trust Branches Acting Cross Selling Debate Troubleshooting Pacific Client Services Business Services Communication Finance Series 6 Business Insights Career Development Franchising Pivot Tables Touch Supervision Operations Compliance Life Insurance Suite Business Administration Strategies Microsoft Office Tracker Entrepreneurship Terminations Cooperation Lake Homes Microsoft Excel Network Communications Redundancies Point Of Contact Hiking Formulas Series 7 Data Driven Testing Versatile Revenue Streamline Insurance Planning Research Mountaineering Health Insurance Continental Key Performance Indicators Series 65 Portland Crm Training Of New Hires Hiring Responsibility Internal Audit

Dan Willey Education Details

Frequently Asked Questions about Dan Willey

What company does Dan Willey work for?

Dan Willey works for Pillar Financial Group

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

Dan Willey's current role is Wealth Management Advisor.

What is Dan Willey's email address?

Dan Willey's email address is da****@****ual.com

What schools did Dan Willey attend?

Dan Willey attended Northwest Nazarene University, Westview High School.

What skills is Dan Willey known for?

Dan Willey has skills like Circumstances, Loan Servicing, Series 63, Market, Fixed Annuities, Branch Banking, Prospects, Cash Flow, Results Oriented, Distribution Strategies, Big Picture, Valuation.

Not the Dan Willey you were looking for?

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  • Dan Willey

    Dan Willey
    Student At University Of Colorado Boulder
    Buena Vista, Co
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    Dan Willey
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    4
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