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 McMahon took over the lead for this work and re-named the program Vets Journey Home, to be inclusive of all veterans who have served in war or peacetime. Today, instructors and a large community of volunteers, both veteran and civilian, who desire to serve those who served our country are involved. In 2012 Vets Journey Home conducted approximately 20 weekend retreats around the country bringing Veterans together in a safe community to bear witness to stories that need to be told ... without judgement.The Vets Journey Home program is offered to Veterans at no charge. They have already paid the price for their healing. Funding for the weekend is by donation, guided by each person's heart and finances. Vets Journey Home welcomes contributions from businesses, organizations, and individuals in the community to meet program expenses.

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. Supervised fundraising efforts throughout the year, while working with the Chairman and other Elected Officials in the county to help fund local, county and statewide elections. •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 (www.mcdems.org), allowing for online contributions and improved messaging.

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 sales and marketing initiative.>Developed tools to identify, track, monitor and close leads from internal service providers, building efficiency and uniform scale for company.>Traveled to monthly workshops to close business with key prospective clients

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, MA, VT, NH, and ME. > Grew “assets under management” within the Philadelphia complex of Mercer from $90 million in 2001 to $180 million in 2004, and ultimately $350 million by 2007. > Grew revenue substantially in the region. Increased total revenue (financial planning fee income and in-office consulting) 110% between 2004 and 2006. Actual numbers were: $2.1 million in 2004; $3.9 million in 2005; and $4.4 in 2006.

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 – held NYSE licenses (series 9 and 10) at Morgan to manage and supervise others in regulatory setting.