Dan Valente Email and Phone Number
DYNAMIC BUSINESS CONSULTANT | STRATEGIC ADVISOR DRIVING TRANSFORMATIVE GROWTHWith over 20 years of experience in the financial services and investment industry, I specialize in delivering strategic insights that empower businesses to achieve sustainable, long-term growth. I am deeply passionate about solving complex business challenges, driving organizational transformation, and crafting innovative solutions that create measurable impact.PROVEN TRACK RECORD OF DRIVING STRATEGIC GROWTHI excel at identifying untapped opportunities and removing obstacles to growth. By aligning strategy with execution, I have led initiatives that resulted in the successful transition of over $2 billion in client assets annually and safeguarded client relationships representing $40 billion in assets under management. These achievements reflect my ability to deliver results while maintaining a client-first approach.COLLABORATIVE LEADERSHIP WITH A RESULTS-DRIVEN FOCUSI thrive in team environments, leading cross-functional efforts to deliver "best-in-class" client experiences and business solutions. By fostering collaboration across functions, I have consistently improved operational efficiency, enhanced sales support, and driven superior outcomes. My leadership philosophy centers on empowering teams to innovate, adapt, and excel in high-stakes environments.CLIENT-CENTRIC PROBLEM SOLVERExceptional client relationships are at the heart of every business success. I leverage a consultative approach to deeply understand client needs, identify opportunities, and develop tailored strategies that exceed expectations. By focusing on the journey as much as the destination, I have earned trust, loyalty, and advocacy, driving both client retention and acquisition.TRANSFORMATIVE INNOVATORI bring an entrepreneurial mindset to consulting, combining strategic thinking with practical execution. Whether designing scalable business models, enhancing operational frameworks, or implementing M&A strategies, I prioritize delivering actionable solutions that drive measurable business impact. My ability to adapt quickly and learn continuously ensures I remain ahead of industry trends.If you're seeking a forward-thinking leader who delivers results, inspires teams, and thrives in complexity, I am eager to connect.
Creative Planning
View- Website:
- creativeplanning.com
- Employees:
- 1946
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Growth And M And A ConsultingCreative PlanningKirkland, Wa, Us -
Business Strategy ConsultantWholesaler Express Jun 2023 - Present -
Director, Business Consulting - Succession StrategiesThrivent Financial Feb 2022 - Mar 2023
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Vice President, Business Consulting - Advisor Financial SolutionsLpl Financial Jul 2003 - Feb 2022San Diego, Ca, Us- Practice managment consulting- Business continuity and succession planning- Practice acquisition- M&A consulting- Acquisition financing- Business analytics and benchmarking- Equity strategy development -
M&A, Succession Planning And Practice Management ConsultingLpl Financial Jul 2003 - Feb 2022San Diego, Ca, Us -
M&A, Succession Planning And Practice Acquisitions ConsultingLpl Financial Jul 2003 - Feb 2022San Diego, Ca, Us -
Vice President, Advisor Financial SolutionsLpl Financial Jul 2003 - Feb 2022San Diego, Ca, Us -
Director Of National AccountsTransamerica Insurance & Investment Group 2001 - 2003
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Vice President, Business Consulting & DevelopmentAssociated Securities Corp. 1999 - 2001
Dan Valente Education Details
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Ucla
Frequently Asked Questions about Dan Valente
What company does Dan Valente work for?
Dan Valente works for Creative Planning
What is Dan Valente's role at the current company?
Dan Valente's current role is Growth and M and A Consulting.
What schools did Dan Valente attend?
Dan Valente attended Ucla.
Who are Dan Valente's colleagues?
Dan Valente's colleagues are Daniel Graff Cfp®, Cepa, Alexis Trauger, Mba, Cfp®, Michelle Calhoun, Rachel Seiler, Cfp®, Sean Collins, Jessica Hosmann, Zane Allender.
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