Dan Greene

Dan Greene Email and Phone Number

Financial Advisor - Pinnacle Asset Management Raymond James Financial @ Pinnacle Financial Partners
Dan Greene's Location
Brentwood, Tennessee, United States, United States
Dan Greene's Contact Details

Dan Greene personal email

n/a

Dan Greene phone numbers

About Dan Greene

Married 24 years to my wife Laura we have 5 kidsLaura is a small business owner and I spent 20 years in Institutional Asset Management. Over the years I have learned the value of adviceHad some amazing experiences Built some incredible friendshipsToday I enjoy helping people Prepare for the planned and the unplanned Life Happens - The more you plan the better prepared you are615-744-2872 - OfficeDan.greene@pnfp.com

Dan Greene's Current Company Details
Pinnacle Financial Partners

Pinnacle Financial Partners

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Financial Advisor - Pinnacle Asset Management Raymond James Financial
Dan Greene Work Experience Details
  • Pinnacle Financial Partners
    Senior Vice President
    Pinnacle Financial Partners May 2022 - Present
    Nashville, Tennessee, United States
    Leveraging 20 years of Industry knowledge and resources I help individuals and small businesses prepare for planned and unplanned events. - Life Happens are you prepared?Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.Pinnacle Financial Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.
    View
  • Greenelink
    Founding Principal
    Greenelink Oct 2020 - Present
    Nashville, Tennessee, United States
    Empowering Client Engagement
    View
  • Putnam Investments
    Senior Regional Consultant
    Putnam Investments Jan 2018 - May 2022
    Greater Nashville Area, Tn
    Consult Financial Professionals on Practice Management StrategiesCommunicate timely Wealth Management trendsEstablish Client retention programsBuild unique Client experiences
    View
  • Putnam Investments
    Senior Regional Marketing Director
    Putnam Investments Feb 2012 - Jan 2018
    Tennessee And Kentucky
    2016 Top Gun Winner - I work directly with Financial Professionals to improve social media presence; grow AUM; increase referrals and strengthen existing relationships
    View
  • Sun Life Financial Of Canada
    Regional Vice President
    Sun Life Financial Of Canada Jul 2009 - Dec 2011
    Tennessee
    Developed a unique marketing strategy to enhance market share in 7 strategic firms-Winner of Sun Council Member Award 2 years in a row
    View
  • Lincoln Financial Group
    Regional Vice President
    Lincoln Financial Group Apr 2005 - Jul 2009
    Tennessee
    Created and developed strategic relationships in Tennessee market space- Leaders Club winner 2 years in a row- Generated over $400,000,000 in total sales - Established 20% market share in territory
    View
  • The Hartford
    Regional Marketing Director
    The Hartford Mar 2002 - Apr 2005
    Washington D.C. Metro Area
    Established and cultivated relationships with 8 strategic firms- Increased territory sales 27%- Lead division in shareholder seminars
    View
  • Ups
    Account Executive
    Ups 1998 - 2002
    Springfield, Massachusetts Area
    Created supply chain logistics solutions for fortune 1000 companies in Western MA
    View

Dan Greene Skills

Series 6 Series 7 Series 63 Retirement Mutual Funds Strategy Investments Asset Allocation Wealth Management Financial Services Securities Sales 401 Retirement Savings Plans Hold Series 7

Dan Greene Education Details

Frequently Asked Questions about Dan Greene

What company does Dan Greene work for?

Dan Greene works for Pinnacle Financial Partners

What is Dan Greene's role at the current company?

Dan Greene's current role is Financial Advisor - Pinnacle Asset Management Raymond James Financial.

What is Dan Greene's email address?

Dan Greene's email address is da****@****mes.com

What is Dan Greene's direct phone number?

Dan Greene's direct phone number is +161776*****

What schools did Dan Greene attend?

Dan Greene attended State University Of New York College At Potsdam, Watertown Senior High School.

What are some of Dan Greene's interests?

Dan Greene has interest in Spending Time With Family, Exercising, Hockey, Lacrosse, Golf, Fishing.

What skills is Dan Greene known for?

Dan Greene has skills like Series 6, Series 7, Series 63, Retirement, Mutual Funds, Strategy, Investments, Asset Allocation, Wealth Management, Financial Services, Securities, Sales.

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