Daniel Flanagan

Daniel Flanagan Email and Phone Number

Senior Financial Advisor @ Empower
Daniel Flanagan's Location
Roswell, Georgia, United States, United States
Daniel Flanagan's Contact Details
About Daniel Flanagan

Financial Services Professional for over 18 Years

Daniel Flanagan's Current Company Details
Empower

Empower

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Senior Financial Advisor
Daniel Flanagan Work Experience Details
  • Empower
    Senior Financial Advisor
    Empower Apr 2023 - Present
    Greenwood Village, Co, Us
    View
  • Empower
    Senior Vice President - Team Leader
    Empower Feb 2023 - Apr 2023
    Greenwood Village, Co, Us
    View
  • Personal Capital
    Senior Vice President - Team Leader
    Personal Capital Sep 2020 - Present
    Redwood City, California, Us
    View
  • Personal Capital
    Senior Vice President
    Personal Capital Oct 2017 - Sep 2020
    Redwood City, California, Us
    View
  • Personal Capital
    Vice President - Financial Advisor
    Personal Capital 2017 - Sep 2020
    Redwood City, California, Us
    Creating Better Financial Lives Through Technology and People
    View
  • Principal Financial Group
    Sales Representative
    Principal Financial Group Jun 2015 - Apr 2017
    Des Moines, Iowa, Us
    Sold Principal Financial Group retirement plan services through wire-house and independent channels. Plan size: start-up to $3 million.
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  • Principal Financial Group
    Benefit & Planning Counselor
    Principal Financial Group Dec 2012 - Jun 2015
    Des Moines, Iowa, Us
    Increased participation in defined contribution plans by 33% among 4000 participants. Delivered Education campaigns to over 80 companies in the Southeast.
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  • Morgan Keegan
    Vice President - Financial Advisor
    Morgan Keegan Mar 2009 - Dec 2012
    Successfully managed personal wealth and retirement plan assets while growing practice year over year.
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley 2002 - 2009
    New York, Ny, Us
    Built financial advisory practice from the ground up with specialty focus in retirement plan design.
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  • Ncr Corporation
    Partner Sales Specialist, Southeast
    Ncr Corporation 2002 - 2002
    Atlanta, Georgia, Us
    Increased NCR service capability among CISCO sales force by 18%.
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  • Webtone Technologies
    Sales Executive
    Webtone Technologies 2001 - 2001
    Us
    Developed new market for CRM solution at start-up financial services software firm.
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  • S1 Corporation
    Regional Vice President
    S1 Corporation 2000 - 2001
    Us
    Expanded territory into Southeast for international software start-up firm.
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  • Ncr Corporation
    National Account Specialist
    Ncr Corporation 1997 - 2000
    Atlanta, Georgia, Us
    Exceeded sales quota each year as a consultant for Fortune 500 financial institutions in the Southeast.
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  • Anthem Electronics
    Senior Field Sales Representative
    Anthem Electronics 1993 - 1997
    Expanded footprint for Silicon Valley electronics components distributor in South Florida metropolitan areas.
  • Amtel Technologies
    Purchasing Manager
    Amtel Technologies 1991 - 1993
    Saved 11% and decreased accounts payable by 37% as procurement and collection professional.

Daniel Flanagan Skills

Alternative Investments Solution Selling Financial Advisory Consultative Selling Customer Relations Fixed Income Insurance Retirement Planning Sales Financial Planning Portfolio Management Annuities Investments 401k Investment Advisory Financial Services Equities Des Mutual Funds Investment Strategies Asset Management New Business Development Mortgage Retirement Securities

Daniel Flanagan Education Details

  • Florida State University - College Of Business
    Florida State University - College Of Business
    Finance
  • Broward College
    Broward College
    Business

Frequently Asked Questions about Daniel Flanagan

What company does Daniel Flanagan work for?

Daniel Flanagan works for Empower

What is Daniel Flanagan's role at the current company?

Daniel Flanagan's current role is Senior Financial Advisor.

What is Daniel Flanagan's email address?

Daniel Flanagan's email address is da****@****ent.com

What is Daniel Flanagan's direct phone number?

Daniel Flanagan's direct phone number is +140427*****

What schools did Daniel Flanagan attend?

Daniel Flanagan attended Florida State University - College Of Business, Broward College.

What skills is Daniel Flanagan known for?

Daniel Flanagan has skills like Alternative Investments, Solution Selling, Financial Advisory, Consultative Selling, Customer Relations, Fixed Income, Insurance, Retirement Planning, Sales, Financial Planning, Portfolio Management, Annuities.

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