Investment Counselor
Current
Apr 2024 - Present
AeroLeads people directory · profile
Dan Lyon Email & Phone Number
Financial Advisor at CPWM
at
Fisher Investments
1 work email found
@newyorklife.com
13 phones found area 805, 843, and 661
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor at CPWM
Location
Los Angeles Metropolitan Area, United States, United States
Who is Dan Lyon? Overview
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Quick answer
Dan Lyon is listed as Financial Advisor at CPWM at Fisher Investments, based in Los Angeles Metropolitan Area, United States, United States. AeroLeads shows a work email signal at newyorklife.com, phone signal with area code 805, 843, 661, and a matched LinkedIn profile for Dan Lyon.
Dan Lyon previously worked as Investment Counselor at Fisher Investments and Financial Advisor at Citi. Dan Lyon holds Bachelor'S Degree, Social Sciences; Sociology from New Mexico Highlands University.
Company email context
Email format at Fisher Investments
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{first}_{last}@newyorklife.com
86% confidence
AeroLeads found 1 current-domain work email signal for Dan Lyon. Compare company email patterns before reaching out.
Profile bio
About Dan Lyon
Dan Lyon is a Financial Advisor at CPWM at Fisher Investments. He possess expertise in leadership, team building, public speaking, customer service, strategic planning.
Listed skills include Leadership, Team Building, Public Speaking, Customer Service, and 1 others.
Current workplace
Dan Lyon's current company
Company context helps verify the profile and gives searchers a useful next step.
12 roles
Dan Lyon work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Oct 2019 - Jun 2024
Private Client Banker
Jpmorgan Chase Bank, N.A.
Aug 2018 - Oct 2019
Financial Advisor
Mar 2017 - Aug 2018
Partner
Recruiter for life insurance agents, sales development and sales training.
Jun 2013 - Mar 2017
Financial Professional
Financial Professional providing goals based financial analysis. Achieved Executive Council in every year eligible. Long Term Care Agent of the Year 2011 and Annuity Agent of the Year 2012.
Jan 2010 - Jun 2013
Staffing Services Provider
Countywide Employer Services
Full cycle staffing for office / clerical, construction trades, industrial and warehouse.
Jun 2007 - Jan 2010
Regional Manager
Opened two new staffing offices which provided full cycle recruiting in office / clerical, construction trades, industrial and warehouse. Also managed fire fighter intern program for the cities of Downey, Huntington Beach, Compton and La Habra. Responsible for P / L, workers compensation claims management and all HR related process.
Jan 2006 - Aug 2007
Teacher And Head Football Coach
History and PE teacher and Head Football Coach
Jan 2004 - Jan 2006
Ceo
Lyon Staffing And Training Services
Full service staffing agency providing temp, temp to hire, direct placement, PEO services, OSHA safety train / consulting and HR consulting to construction trades, blue collar and heavy industries including energy services on-shore and off-shore. Provided leadership to 10 full time employees and over 1200 temporary employees and spearheaded sales.
Mar 1995 - Jan 2004
Operations Manager
Gaviota Maintenance
Maintained 24 hours per day operations management for the hook-up phase of two offshore oil platform for Exxon 500+ employees. Managed the implementation of an Employee Training Panel program for safety training and new-hires. Saved the company $100,000.00 + in safety training expenses. Revamped new hire process that led to improved customer satisfaction..
Jun 1993 - Mar 1995
Teacher, Assistant Football Coach, Head Golf Coach And Social Science Department Chair
Aug 1987 - Jun 1993
1 education record
Dan Lyon education
-
New Mexico Highlands University
FAQ
Frequently asked questions about Dan Lyon
Quick answers generated from the profile data available on this page.
What company does Dan Lyon work for?
Dan Lyon works for Fisher Investments.
What is Dan Lyon's role at Fisher Investments?
Dan Lyon is listed as Financial Advisor at CPWM at Fisher Investments.
What is Dan Lyon's email address?
AeroLeads has found 1 work email signal at @newyorklife.com for Dan Lyon at Fisher Investments.
What is Dan Lyon's phone number?
AeroLeads has found 13 phone signal(s) with area code 805, 843, 661 for Dan Lyon at Fisher Investments.
Where is Dan Lyon based?
Dan Lyon is based in Los Angeles Metropolitan Area, United States, United States while working with Fisher Investments.
What companies has Dan Lyon worked for?
Dan Lyon has worked for Fisher Investments, Citi, Jpmorgan Chase Bank, N.A., Merrill Lynch, and New York Life Insurance Company.
How can I contact Dan Lyon?
You can use AeroLeads to view verified contact signals for Dan Lyon at Fisher Investments, including work email, phone, and LinkedIn data when available.
What schools did Dan Lyon attend?
Dan Lyon holds Bachelor'S Degree, Social Sciences; Sociology from New Mexico Highlands University.
What skills is Dan Lyon known for?
Dan Lyon is listed with skills including Leadership, Team Building, Public Speaking, Customer Service, and Strategic Planning.
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