Dan Frey

Dan Frey Email and Phone Number

Senior Account Manager @ Human Interest. @ Human Interest
O'Fallon, IL, US
Dan Frey's Location
O'Fallon, Illinois, United States, United States
Dan Frey's Contact Details

Dan Frey personal email

n/a

Dan Frey phone numbers

About Dan Frey

Licensed and experienced Financial Representative in Denver, Colorado.

Dan Frey's Current Company Details
Human Interest

Human Interest

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Senior Account Manager @ Human Interest.
O'Fallon, IL, US
Website:
humaninterest.com
Employees:
786
Dan Frey Work Experience Details
  • Human Interest
    Human Interest
    O'Fallon, Il, Us
    View
  • Human Interest
    Senior Client Account Manager
    Human Interest May 2024 - Present
    San Francisco, California, Us
    View
  • Human Interest
    Client Relationship Manager
    Human Interest Feb 2023 - May 2024
    San Francisco, California, Us
    View
  • Facet Wealth
    Senior Client Success Manager
    Facet Wealth Apr 2022 - Oct 2022
    Baltimore, Maryland, Us
    Facet Wealth is one of the fastest-growing national financial services companies. By providing each client with their own CFP® professional to integrate unbiased financial advice into every facet of their life, at an affordable subscription price, we're creating financial planning as it should be.
    View
  • Axos Advisor Services
    Relationship Manager
    Axos Advisor Services Jan 2020 - Apr 2022
    Centennial, Colorado, Us
    Cultivated strong relationships with and provided individualized attention and knowledgeable consulting support to Registered Investment Advisors on the custody platform.
    View
  • Fidelity Investments
    High Net Worth Representative
    Fidelity Investments Aug 2017 - Jan 2020
    Boston, Ma, Us
    Maintained relationships with Fidelity's affluent clients, serviced their managed products, and assisted with department case work.
    View

Dan Frey Education Details

  • Southern Illinois University, Carbondale
    Southern Illinois University, Carbondale
    Philosophy
  • Carterville High School
    Carterville High School

Frequently Asked Questions about Dan Frey

What company does Dan Frey work for?

Dan Frey works for Human Interest

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

Dan Frey's current role is Senior Account Manager @ Human Interest..

What is Dan Frey's email address?

Dan Frey's email address is da****@****lth.com

What is Dan Frey's direct phone number?

Dan Frey's direct phone number is +161892*****

What schools did Dan Frey attend?

Dan Frey attended Southern Illinois University, Carbondale, Carterville High School.

Who are Dan Frey's colleagues?

Dan Frey's colleagues are Kenny Yokoyama, Michelle Holland, Mitchell Romeril, Jeffrey Presto, Karley (East) Dickinson, Michael Ruefenacht, Bao Tran.

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