Financial Professional
CurrentAXA Advisors has updated the overall brand for our family of companies to Equitable Advisors (effective January 14, 2020)
Jan 2020 - Present
AeroLeads people directory · profile
Dan Munroe Email & Phone Number
Financial Professional at Equitable Advisors
at
Equitable Advisors
1 work email found
@equitable.com
1 phone found area 212
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Professional at Equitable Advisors
Location
New York, United States
Company size
Who is Dan Munroe? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Dan Munroe is listed as Financial Professional at Equitable Advisors at Equitable Advisors, a with 4200 employees, based in New York, United States. AeroLeads shows a work email signal at equitable.com, phone signal with area code 212, and a matched LinkedIn profile for Dan Munroe.
Dan Munroe previously worked as Financial Professional at Equitable Advisors and Financial Professional at Axa Advisors. Dan Munroe holds Jd, Law from Washington And Lee University School Of Law.
Company email context
Email format at Equitable Advisors
This section adds company-level context without repeating Dan Munroe's masked contact details.
{first}.{last}@equitable.com
89% confidence
AeroLeads found 1 current-domain work email signal for Dan Munroe. Compare company email patterns before reaching out.
Profile bio
About Dan Munroe
I entered this profession because I realized that my previous career experience gave me a unique ability to guide my clients through the sometimes complex process of creating a financial strategy. I love learning about my clients and gaining an insight into their ideal future. By identifying their hopes and concerns, I am able to develop a clearly defined roadmap that will help them achieve their objectives. I make sure that my clients understand the mechanics of any strategies or products we incorporate into their financial strategy and demonstrate how it helps them meet their goals. Just as my clients' needs are unique, so are my abilities to help . Background: I provide life and disability insurance solutions for affluent individuals and business owners throughout the United States. My background prior to serving as an advisor is unique and helps me serve my clients unique planning needs. As the former head of product development with AXA Equitable, I managed a division which designed and manufactured life insurance products I’ve also served as assistant general counsel, head of estate and business planning, and managed a sales division at other major life insurance companies. To keep up with the constantly changing trends in the industry, I belong to several study groups and organizations which monitor tax laws, product changes, and concept updates. I also write and have spoken nationally on a variety of topics which assist attorneys, CPAs and trust officers best serve the needs of their clients.
Listed skills include Life Insurance, Fixed Annuities, Estate Planning, Retirement Planning, and 2 others.
Current workplace
Dan Munroe's current company
Company context helps verify the profile and gives searchers a useful next step.
Equitable Advisors
10 roles
Dan Munroe work experience
A career timeline built from the work history available for this profile.
Financial Professional
Provide sophisticated insurance strategies for estate, business and charitable planning.
Dec 2013 - Jan 2020
Financial Professional, Ca Insurance Lic # 0F67770
Provide sophisticated insurance strategies for estate, business and charitable planning.National Madison Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. Important Information & Disclosures: http://bit.ly/2f98X9d
Jun 2011 - Nov 2013
Partner
Capital Management Group
Provide sophisticated insurance strategies for estate, business and charitable planning.
Jun 2010 - Jul 2011
Vice President, Life Product Development
Managed team responsible for developing and managing AXA Equitable's entire life insurance product portfolio.
Mar 2008 - Mar 2010
Vice President Of Sales, Direct Markets Group
Responsible for sales organization serving AXA Equitable's third party producer group distribution.
Mar 2004 - Mar 2008
Vice President, Advanced Markets
Managed AXA Equitable's advanced markets team, serving both life insurance and annuity lines of business.
Jan 2002 - Mar 2004
Advanced Markets Consultant
Provided consulting strategies to life insurance producers on the state and business planning topics. Spoke throughout the country on these sophisticated business planning strategies and was published in national periodicals and journals.
Jan 2001 - Jan 2002
Assistant General Counsel
Berkshire Life
Managed litigation for individual disability insurance claims.
Sep 1999 - Dec 2000
Assistant Attorney General
Virginia Office Of The Attorney General
Managed active cirminal and civil litigation practice for the commonwealth of Virginia. Appeared in the Virginia Supreme Court and all other state appelate and federal district courts.
Feb 1996 - Sep 1999
Team & coworkers
Colleagues at Equitable Advisors
Other employees you can reach at equitable.com. View company contacts for 4200 employees →
DB
Dharma Blanco
Colleague at Equitable AdvisorsOcoee, Florida, United States
View →
BB
Brendan Bakst
Colleague at Equitable AdvisorsNew York, United States
View →
EC
Evelyn Cuadrado
Colleague at Equitable AdvisorsMiami, Florida, United States
View →
BC
Benner Crigler, Jr.
Colleague at Equitable AdvisorsCharlotte, North Carolina, United States
View →
CS
Colby Swartz
Colleague at Equitable AdvisorsPhiladelphia, Pennsylvania, United States
View →
LA
Liz Arndt
Colleague at Equitable AdvisorsPhoenix, Arizona, United States
View →
AH
Abir Hussein
Colleague at Equitable AdvisorsMiami, Florida, United States
View →
MI
Marina Idoyatova
Colleague at Equitable AdvisorsNew York, United States
View →
ZA
Zhuorui An
Colleague at Equitable AdvisorsNew York, United States
View →
KR
Kody Rinkevich
Colleague at Equitable AdvisorsErie, Pennsylvania, United States
View →
Dharma Blanco
Colleague at Equitable AdvisorsOcoee, Florida, United States
View →
BB
Brendan Bakst
Colleague at Equitable AdvisorsNew York, United States
View →
EC
Evelyn Cuadrado
Colleague at Equitable AdvisorsMiami, Florida, United States
View →
BC
Benner Crigler, Jr.
Colleague at Equitable AdvisorsCharlotte, North Carolina, United States
View →
CS
Colby Swartz
Colleague at Equitable AdvisorsPhiladelphia, Pennsylvania, United States
View →
LA
Liz Arndt
Colleague at Equitable AdvisorsPhoenix, Arizona, United States
View →
AH
Abir Hussein
Colleague at Equitable AdvisorsMiami, Florida, United States
View →
MI
Marina Idoyatova
Colleague at Equitable AdvisorsNew York, United States
View →
ZA
Zhuorui An
Colleague at Equitable AdvisorsNew York, United States
View →
KR
Kody Rinkevich
Colleague at Equitable AdvisorsErie, Pennsylvania, United States
View →
2 education records
Dan Munroe education
Bba, Business Administration
FAQ
Frequently asked questions about Dan Munroe
Quick answers generated from the profile data available on this page.
What company does Dan Munroe work for?
Dan Munroe works for Equitable Advisors.
What is Dan Munroe's role at Equitable Advisors?
Dan Munroe is listed as Financial Professional at Equitable Advisors at Equitable Advisors.
What is Dan Munroe's email address?
AeroLeads has found 1 work email signal at @equitable.com for Dan Munroe at Equitable Advisors.
What is Dan Munroe's phone number?
AeroLeads has found 1 phone signal(s) with area code 212 for Dan Munroe at Equitable Advisors.
Where is Dan Munroe based?
Dan Munroe is based in New York, United States while working with Equitable Advisors.
What companies has Dan Munroe worked for?
Dan Munroe has worked for Equitable Advisors, Axa Advisors, Nfp National Madison, Capital Management Group, and Axa Equitable.
Who are Dan Munroe's colleagues at Equitable Advisors?
Dan Munroe's colleagues at Equitable Advisors include Dharma Blanco, Brendan Bakst, Evelyn Cuadrado, Benner Crigler, Jr., and Colby Swartz.
How can I contact Dan Munroe?
You can use AeroLeads to view verified contact signals for Dan Munroe at Equitable Advisors, including work email, phone, and LinkedIn data when available.
What schools did Dan Munroe attend?
Dan Munroe holds Jd, Law from Washington And Lee University School Of Law.
What skills is Dan Munroe known for?
Dan Munroe is listed with skills including Life Insurance, Fixed Annuities, Estate Planning, Retirement Planning, Disability Insurance, and Long Term Care.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Dan Munroe you were looking for.
View similar profiles
