Dan Elliott Email and Phone Number
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Dan Elliott personal email
I believe that great leadership is about turning vision into action, empowering people, and creating meaningful, sustainable results. With over three decades of experience in leadership and strategy development, I’ve dedicated my career to helping organizations and individuals thrive.As Chief Strategy Officer at Nations Financial Group, I led the creation of a comprehensive five-year strategic plan that transformed how we approach growth, employee development, and branding. My focus has always been on aligning strategy with execution, ensuring that big ideas lead to measurable success.Through E3 Strategy Development, I’ve worked closely with executives and leadership teams to tackle challenges, refine their vision, and implement strategies that unlock growth. Whether it’s guiding an organization through a merger, building stronger customer loyalty, improving company culture, or coaching leaders through pivotal career decisions, I bring a collaborative and results-driven approach.I’m passionate about inspiring progress—whether it’s for a team, a business, or an individual. If you’re looking to explore new strategies, grow your leadership capacity, or navigate change, let’s connect. Together, we can create something remarkable.
Nations Financial Group, Inc
View- Website:
- nationsfg.com
- Employees:
- 18
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Nations Financial Group, IncCedar Rapids, Ia, Us
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Chief Strategy OfficerNations Financial Group, Inc Jul 2020 - PresentCedar Rapids, Iowa, UsAs Chief Strategy Officer, developed and led the creation and alignment of the Nations 2020 -2025 Strategic Agenda, long-range goals, and strategy-to-action plans in support of Nations highest business needs. Accountable for and ensure that our organization's growth and employee strategies are harmonized. This five-year strategic plan established various initiatives focused on employee development and performance tracking, as well as the re-branding and marketing efforts to help bring the overall strategy to fruition.Registered Representative of and securities and investment advisory services offered through Nations Financial Group, Inc. (“NFGI”), 3925 Fountains Blvd, NE, Suite 200, Cedar Rapids, IA 52411, member FINRA/SIPC. Industry regulations prevent me from receiving endorsements and/or recommendations from others based on the service they have received and prevent me from posting any specific investment advice. For important disclosure information, please see the “Social Media Disclosure” link in the Contact Info Section.
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Managing DirectorE3 Strategy Development, Llc Jul 2014 - PresentCedar Rapids, Ia, UsFounder and lead facilitator for strategic planning, executive coaching, and exit planning. Collaborates with senior leadership of client firms to develop effective and sustainable growth strategies built around the alignment of five core areas that include structure, processes, rewards, employee culture, and customer loyalty. -
Senior ExecutiveEdgewood Financial Network - A Transamerica Company Sep 2011 - Jun 2014Gold River, Ca, UsConcurrent with Transamerica Life and Protection -
Vice President - BranchesTransamerica Life And Protection Sep 2011 - Dec 2013Baltimore, Maryland, UsLed the acquisition merger of three securities branches into a new business unit and then ran the newly formed business unit. Spearheaded the strategic direction, formation, and implementation of sales and recruiting practices. Led execution of sales plans and initiatives to meet budgeted sales goals while maintaining effective working relationships between the home office and the field sales force of 211 advisors.Later, tasked by the new ownership to lead the transition of the newly branded branch from a corporate subsidiary to a privately held entity. -
PresidentLife Investors Financial Group, Inc. An Aegon Company Oct 2009 - Sep 2011The Hague, South Holland, NlLed business unit operations for a national distribution channel with over 3,000 representatives, including P&L responsibility. Ensured distribution channels had effective leadership, communications, and home office support for product, service, training, and compensation. Developed and implemented strategic business unit plans in support of the corporate vision, strategic objectives, and growth for multiple business units. -
Division ManagerCitigroup - Tower Square Securities, Inc. (Travelers’ Retail Broker/Dealer) 1997 - 2009New York, New York, Us -
Founding PartnerAffiliated Marketing Group Feb 1993 - Feb 2008
Dan Elliott Skills
Dan Elliott Education Details
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Finra63 -
University Of South CarolinaEconomics
Frequently Asked Questions about Dan Elliott
What company does Dan Elliott work for?
Dan Elliott works for Nations Financial Group, Inc
What is Dan Elliott's role at the current company?
Dan Elliott's current role is Chief Strategy Officer at Nations Financial Group, Inc.
What is Dan Elliott's email address?
Dan Elliott's email address is da****@****ent.com
What schools did Dan Elliott attend?
Dan Elliott attended Finra, University Of South Carolina.
What are some of Dan Elliott's interests?
Dan Elliott has interest in Children, Economic Empowerment, Environment, Reading, Golf, Woodworking, Arts And Culture, Home Chef.
What skills is Dan Elliott known for?
Dan Elliott has skills like Leadership, Financial Services, Strategy, Management, Sales, Sales Management, Strategic Planning, Mergers And Acquisitions, Business Development, Retirement Planning, Team Building, Finance.
Who are Dan Elliott's colleagues?
Dan Elliott's colleagues are Brenda Bush, Leslie Miller, Craig Schlueter, Erik Bjorseth, Aif®, Brian Wilkinson, Bri Gavin, Steve Cairney.
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