Robert Dann Email & Phone Number

Strategic business consulting services focused on the small to mid sized business sector.

Greater Philadelphia Area

Vets Journey Home (VJH) is a unique weekend program for veterans, designed to help heal the emotional wounds of military service. The program was created in 1989 as The Bamboo Bridge committed to giving VietNam era veterans the Welcome Home they deserved and helping them heal their hearts and bring peace to their souls. In 2005, VietNam veteran Gene.

Greater Philadelphia Area

Veritat is a mission driven company, founded by a Wharton Professor to deliver fee only financial planning benefits at a price point most families can actually afford. We are a unique provider in the voluntary benefit space. Our 'Life Stages' program is currently offered as an employee discount program at various private companies and colleges.

• Managed day-to-day operations for the largest County Party Committee in the state. Report directly to the Chairman in helping to carry out directives to 15 Geopolitical ‘area leaders’ and over 500 committee people..
• Worked directly with Chairman and various committees to structure and manage 4 primary fundraising events: Chairman’s Club, Spring Reception, Golf Outing and Fall Dinner.
• Increased donations dramatically during an off year Municipal election, and generated 43% increase in total donations from $700,000 to $1,000,000 while significantly increasing donor base in 2009.
• Proposed upgrade and brought technology to MCDC in early 2009 by effectively integrating NGP (data software management) where prior system was ‘spreadsheet’ driven. Redesigned and launched new website interface.

Developed and implemented the Sales & Marketing component of Mercer’s newest offering: The Two Year Executive Program for New Practice Owners. Worked directly with CEO and Director of Business Development to launch internal and external marketing campaigns.>Generated $1.5 million of revenue vs. target $2.1 or 70% of goal in the first 5 months of a new.

Developed territory expansion for company in Northeastern U.S. Supported two financial planning teams managing more than $ 350 million in investment assets. Led a team of four to develop strategic partnership that would become cornerstone of company business model. Directed and implemented strategic plan for opening markets in PA, NJ, NY, DE, OH, CT, RI.

Managed primarily fixed income investment portfolios for the same individuals and business owners at each firm. Maintained extremely high retention and referral rates. Grew commission revenue by at least 15% each year. Managed in excess of $35,000,000, and was selected by Morgan Stanley to pursue a sales management track. Recognized for leadership skills –.