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Retired -- Dan spent 40 years in the financial services and technology/software industries. He began his career as a Merrill Lynch financial consultant and later twelve (12) years with a broker-dealer subsidiary of John Hancock as a Senior Vice President responsible for rep training and continuing education. Dan has experience in developing compliance systems and database design. Dan is also skilled in software presentations and currently conducts compliance system demos for Kaplan’s sales representatives. Dan has created numerous marketing pieces and authored several white-papers published by the National Society of Compliance Professionals (NSCP). Dan’s articles have also been referenced in Fortune Magazine and other technology publications. Dan has traveled throughout Asia with recent ports of call in Bangkok, Beijing, Shanghai, Guilin and Hong Kong. Dan has established strong business contacts in South East Asia. Skills: • Talented technical writer • Engaging public speaker and presenter • Strong analytical abilities • Basic Thai and German language skills • Adept at research and analysis • Knowledge of geo-political dynamics in SE Asia
Smartpros Ltd.
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Solutions EngineerSmartpros Ltd. Sep 2014 - PresentSan Francisco Bay AreaEducation, compliance and branch-office inspection (audit) solutions for the financial services industry
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Director Of Financial ComplianceSmartpros Ltd. Nov 2018 - Sep 2020
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Product Manager Web 2.0 Compliance SolutionsKaplan Financial Jan 2002 - Feb 2008Product Manager, Compliance Solutions - Responsible for defining features, requirements and product roadmap for Kaplan’s ASP compliance solutions. Liaison between technology teams in India and United States based business/IT groups. Assisted sales team in client-facing compliance solutions presentations. Represented Kaplan Financial at industry/regulator conferences and acted as primary liaison with FINRA and SROs. -
Svp Director Of Licensing, Registration And CeEssex Corporation, Napa, Ca Oct 1990 - Nov 2002Directed a staff of registration managers and coordinators. Responsible for all CE, licensing, appointments and registration activities under Essex National Securities, Inc. (ENSI) and affiliated insurance agencies. Architect of STARS compliance application. Established Essex Continuing Education in 1992. Developed ENSIs annual needs analysis and firm element training plan. Implemented insurance and FINRA CE programs for more than 7,000 agent/reps affiliated with Essex Corporation (subsidiary John Hancock - Manulife). Developed numerous securities and annuity product/sales training programs. Authored a wide variety of product and technical materials for Essex and ENSI. Personally delivered (live/classroom) annuity, mutual fund, retirement plans and sales training to thousands of reps affiliated with more than fifty (50+) bank investment programs.
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Financial ConsultantChase Sep 1989 - Sep 1990Financial Consultant, ASB Financial Services, San Rafael, CA - Handled investment portfolios for American Savings Bank (now Chase) customers in Marin County, CA. -
Financial ConsultantMerrill Lynch, San Francisco, Ca Jan 1980 - Jan 1989Retail broker with Merrill Lynch in San Francisco. Developed a successful business in the securities industry with $440 million in assets under management. Managed investment portfolios for over 300 clients. Conducted numerous investment seminars. Awarded the Colonial Funds Presidents Cup in 1984 and 1985. Received Tandem Award for annuity sales in 1988. Received special recognition for administering Merrill Lynch Corporate Challenge running events.
Dan Butterfield Skills
Dan Butterfield Education Details
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Economics -
Xerox UniversityProfessional Sales Skills
Frequently Asked Questions about Dan Butterfield
What company does Dan Butterfield work for?
Dan Butterfield works for Smartpros Ltd.
What is Dan Butterfield's role at the current company?
Dan Butterfield's current role is Retired -- Director of Financial Compliance at SmartPros Ltd..
What is Dan Butterfield's email address?
Dan Butterfield's email address is db****@****ros.com
What is Dan Butterfield's direct phone number?
Dan Butterfield's direct phone number is +191434*****
What schools did Dan Butterfield attend?
Dan Butterfield attended Claremont Mckenna College, Xerox University.
What are some of Dan Butterfield's interests?
Dan Butterfield has interest in Real Estate Investments, Nutrition, Education, Basketball, Photography, Science And Technology, China, Human Rights, Se Asia, Track And Field.
What skills is Dan Butterfield known for?
Dan Butterfield has skills like Investments, Securities, Financial Services, Management, Mutual Funds, Insurance, Business Development, Finance, Product Management, Sales, Aml, E Commerce.
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