Senior Relationship Manager
Current
Oct 2016 - Present
AeroLeads people directory · profile
Dan Lafferty, Mba, Napa Cpfa® Email & Phone Number
Senior Relationship Manager at The Standard
at
The Standard
1 work email found
@standardbank.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Relationship Manager at The Standard
Location
Greater Philadelphia, United States
Company size
Who is Dan Lafferty, Mba, Napa Cpfa®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Dan Lafferty, Mba, Napa Cpfa® is listed as Senior Relationship Manager at The Standard at The Standard, a with 3435 employees, based in Greater Philadelphia, United States. AeroLeads shows a work email signal at standardbank.com and a matched LinkedIn profile for Dan Lafferty, Mba, Napa Cpfa®.
Dan Lafferty, Mba, Napa Cpfa® previously worked as Senior Relationship Manager at The Standard and Relationship Manager at Vanguard. Dan Lafferty, Mba, Napa Cpfa® holds Master Of Business Administration (Mba), Business Administration And Management, General from St. Joseph'S University.
Company email context
Email format at The Standard
This section adds company-level context without repeating Dan Lafferty, Mba, Napa Cpfa®'s masked contact details.
*@standardbank.com
68% confidence
AeroLeads found 1 current-domain work email signal for Dan Lafferty, Mba, Napa Cpfa®. Compare company email patterns before reaching out.
Profile bio
About Dan Lafferty, Mba, Napa Cpfa®
As a FINRA-licensed Relationship Manager, I consult with Plan Sponsors of retirement plans (e.g., 401k’s, Pensions, etc.) to provide guidance on services, plan design, and investments offerings for their employees.
Listed skills include Relationship Management, Series 63, Mutual Funds, Series 6, and 15 others.
Current workplace
Dan Lafferty, Mba, Napa Cpfa®'s current company
Company context helps verify the profile and gives searchers a useful next step.
The Standard
4 roles
Dan Lafferty, Mba, Napa Cpfa® work experience
A career timeline built from the work history available for this profile.
Relationship Manager
Manage and maintain long-term relationships for $2B high profile book of business.Build and strengthen relationships with senior-level Human Resource and Finance contacts.Leverage internal management teams to achieve Vanguard and client goals.Identify and pursue new business opportunities within current book of business.Lead and contribute to various internal initiatives.
Feb 2002 - Sep 2016
Manager
Managed staff that performed financial and strategic planning, budgeting, and forecasting.
Feb 2000 - Feb 2002
Various Management Positions
Various staff and management positions in accounting, treasury, human resources, information technology, and institutional.
Jun 1987 - Feb 2000
Team & coworkers
Colleagues at The Standard
Other employees you can reach at standard.com. View company contacts for 3435 employees →
KB
Kathy Bowles
Colleague at The StandardSan Jose, California, United States
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CC
Colleen Cormack, Ccm, Cdms, Cbis
Colleague at The StandardPortland, Oregon, United States
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LS
Lori Sauer Rn, Bsn, Ccm
Colleague at The StandardPortland, Oregon Metropolitan Area, United States
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JL
Jesse Levin
Colleague at The StandardBeaverton, Oregon, United States
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DJ
Don James
Colleague at The StandardWashougal, Washington, United States
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AF
Anne Fair
Colleague at The StandardPortland, Oregon, United States
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AS
Andrew Sanchez
Colleague at The StandardPortland, Oregon, United States
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BB
Barbara Bliss
Colleague at The StandardLos Angeles County, California, United States
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SA
Sharon Allen
Colleague at The StandardLexington, South Carolina, United States
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SG
Sarah Graham
Colleague at The StandardBaker, Florida, United States
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Kathy Bowles
Colleague at The StandardSan Jose, California, United States
View →
CC
Colleen Cormack, Ccm, Cdms, Cbis
Colleague at The StandardPortland, Oregon, United States
View →
LS
Lori Sauer Rn, Bsn, Ccm
Colleague at The StandardPortland, Oregon Metropolitan Area, United States
View →
JL
Jesse Levin
Colleague at The StandardBeaverton, Oregon, United States
View →
DJ
Don James
Colleague at The StandardWashougal, Washington, United States
View →
AF
Anne Fair
Colleague at The StandardPortland, Oregon, United States
View →
AS
Andrew Sanchez
Colleague at The StandardPortland, Oregon, United States
View →
BB
Barbara Bliss
Colleague at The StandardLos Angeles County, California, United States
View →
SA
Sharon Allen
Colleague at The StandardLexington, South Carolina, United States
View →
SG
Sarah Graham
Colleague at The StandardBaker, Florida, United States
View →
2 education records
Dan Lafferty, Mba, Napa Cpfa® education
Master Of Business Administration (Mba), Business Administration And Management, General
Ba, Business Management
FAQ
Frequently asked questions about Dan Lafferty, Mba, Napa Cpfa®
Quick answers generated from the profile data available on this page.
What company does Dan Lafferty, Mba, Napa Cpfa® work for?
Dan Lafferty, Mba, Napa Cpfa® works for The Standard.
What is Dan Lafferty, Mba, Napa Cpfa®'s role at The Standard?
Dan Lafferty, Mba, Napa Cpfa® is listed as Senior Relationship Manager at The Standard at The Standard.
What is Dan Lafferty, Mba, Napa Cpfa®'s email address?
AeroLeads has found 1 work email signal at @standardbank.com for Dan Lafferty, Mba, Napa Cpfa® at The Standard.
Where is Dan Lafferty, Mba, Napa Cpfa® based?
Dan Lafferty, Mba, Napa Cpfa® is based in Greater Philadelphia, United States while working with The Standard.
What companies has Dan Lafferty, Mba, Napa Cpfa® worked for?
Dan Lafferty, Mba, Napa Cpfa® has worked for The Standard and Vanguard.
Who are Dan Lafferty, Mba, Napa Cpfa®'s colleagues at The Standard?
Dan Lafferty, Mba, Napa Cpfa®'s colleagues at The Standard include Kathy Bowles, Colleen Cormack, Ccm, Cdms, Cbis, Lori Sauer Rn, Bsn, Ccm, Jesse Levin, and Don James.
How can I contact Dan Lafferty, Mba, Napa Cpfa®?
You can use AeroLeads to view verified contact signals for Dan Lafferty, Mba, Napa Cpfa® at The Standard, including work email, phone, and LinkedIn data when available.
What schools did Dan Lafferty, Mba, Napa Cpfa® attend?
Dan Lafferty, Mba, Napa Cpfa® holds Master Of Business Administration (Mba), Business Administration And Management, General from St. Joseph'S University.
What skills is Dan Lafferty, Mba, Napa Cpfa® known for?
Dan Lafferty, Mba, Napa Cpfa® is listed with skills including Relationship Management, Series 63, Mutual Funds, Series 6, 401K, Investments, Project Management, and Finance.
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