Dan Greene
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Dan Greene Email & Phone Number

Financial Advisor - Pinnacle Asset Management Raymond James Financial at Pinnacle Financial Partners
Location: Brentwood, Tennessee, United States 8 work roles 2 schools
1 work email found @pnfp.com 2 phones found area 617 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email d****@pnfp.com
Direct phone (617) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Pinnacle Financial Partners
Role
Financial Advisor - Pinnacle Asset Management Raymond James Financial
Location
Brentwood, Tennessee, United States

Who is Dan Greene? Overview

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Quick answer

Dan Greene is listed as Financial Advisor - Pinnacle Asset Management Raymond James Financial at Pinnacle Financial Partners, based in Brentwood, Tennessee, United States. AeroLeads shows a work email signal at pnfp.com, phone signal with area code 617, and a matched LinkedIn profile for Dan Greene.

Dan Greene previously worked as Senior Vice President at Pinnacle Financial Partners and Founding Principal at Greenelink. Dan Greene holds Bachelor Of Arts (Ba), Industrial Labor Relations from State University Of New York College At Potsdam.

Company email context

Email format at Pinnacle Financial Partners

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{first}.{last}@pnfp.com
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Profile bio

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

Listed skills include Series 6, Series 7, Series 63, Retirement, and 10 others.

Current workplace

Dan Greene's current company

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Pinnacle Financial Partners
Pinnacle Financial Partners
Financial Advisor - Pinnacle Asset Management Raymond James Financial
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8 roles · 29 years

Dan Greene work experience

A career timeline built from the work history available for this profile.

Senior Vice President

Current
Pinnacle Financial Partners

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.

May 2022 - Present

Founding Principal

Current
Greenelink

Nashville, Tennessee, United States

Empowering Client Engagement

Oct 2020 - Present

Senior Regional Consultant

Putnam Investments

Greater Nashville Area, Tn

Consult Financial Professionals on Practice Management StrategiesCommunicate timely Wealth Management trendsEstablish Client retention programsBuild unique Client experiences

Jan 2018 - May 2022

Senior Regional Marketing Director

Putnam Investments

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

Feb 2012 - Jan 2018

Regional Vice President

Sun Life Financial Of Canada

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

Jul 2009 - Dec 2011

Regional Vice President

Lincoln Financial Group

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

Apr 2005 - Jul 2009

Regional Marketing Director

The Hartford

Washington D.C. Metro Area

Established and cultivated relationships with 8 strategic firms- Increased territory sales 27%- Lead division in shareholder seminars

Mar 2002 - Apr 2005

Account Executive

Ups

Springfield, Massachusetts Area

Created supply chain logistics solutions for fortune 1000 companies in Western MA

1998 - 2002 ~4 yrs
2 education records

Dan Greene education

High School, Honors/Regents High School/Secondary Diploma Program

Watertown Senior High School

Activities and Societies: Varsity Ice Hockey & Varsity Lacrosse

FAQ

Frequently asked questions about Dan Greene

Quick answers generated from the profile data available on this page.

What company does Dan Greene work for?

Dan Greene works for Pinnacle Financial Partners.

What is Dan Greene's role at Pinnacle Financial Partners?

Dan Greene is listed as Financial Advisor - Pinnacle Asset Management Raymond James Financial at Pinnacle Financial Partners.

What is Dan Greene's email address?

AeroLeads has found 1 work email signal at @pnfp.com for Dan Greene at Pinnacle Financial Partners.

What is Dan Greene's phone number?

AeroLeads has found 2 phone signal(s) with area code 617 for Dan Greene at Pinnacle Financial Partners.

Where is Dan Greene based?

Dan Greene is based in Brentwood, Tennessee, United States while working with Pinnacle Financial Partners.

What companies has Dan Greene worked for?

Dan Greene has worked for Pinnacle Financial Partners, Greenelink, Putnam Investments, Sun Life Financial Of Canada, and Lincoln Financial Group.

How can I contact Dan Greene?

You can use AeroLeads to view verified contact signals for Dan Greene at Pinnacle Financial Partners, including work email, phone, and LinkedIn data when available.

What schools did Dan Greene attend?

Dan Greene holds Bachelor Of Arts (Ba), Industrial Labor Relations from State University Of New York College At Potsdam.

What skills is Dan Greene known for?

Dan Greene is listed with skills including Series 6, Series 7, Series 63, Retirement, Mutual Funds, Strategy, Investments, and Asset Allocation.

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