Dan Carroll

Retirement Plan Consultant - Group Sales

Dan Carroll is a qualified expert, who works in Mutual of America main office of which is in 4. as a Retirement Plan Consultant - Group Sales since 2018. This expert has earned professional experience in more than 12 positions at different companies. Dan Carroll went to the Western Illinois University and was studying there from 2010 to 2010. This professional has such professional qualifications as Series 7, Series 6, and Series 65. Chicago, Illinois is the area, where this person was lastly known to be living. The person's e-mail and phone can be easily accessed through SoftwareOfficial on demand.
Name variants:
Daniel Carroll
Last updated May 02, 2024

Contact Information

Last Update
Jul 4, 2022
Email
dc**@metlife.com, da**@yelp.com
Location
Chicago, IL
Company
Mutual of America

Workplace

Retirement Plan Consultant - Group Sales

Work History

Retirement Plan Consultant - Group Sales

New York, NY
from Aug 2018

Account Executive

140 New Montgomery St, San Francisco, CA 94105
May 2016 — May 2017

Junior Account Executive

140 New Montgomery St, San Francisco, CA 94105
Oct 2015 — May 2016

Associate Account Executive

140 New Montgomery St, San Francisco, CA 94105
Jul 2015 — Oct 2015

Associate Account Executive Trainee

140 New Montgomery St, San Francisco, CA 94105
May 2015 — Jul 2015

Financial Advisor

625 4Th Ave south, Minneapolis, MN 55415
Aug 2014 — Jan 2015

Head of Business Development

10100 west Innovation Dr, Milwaukee, WI 53226
Mar 2014 — Aug 2014

Business Development

Chicago, IL
Mar 2014 — Aug 2014

Financial Advisor

1 north Jefferson Ave St, Louis, MO
Aug 2013 — Feb 2014

Financial Advisor

200 Park Ave, New York, NY 10016
Jan 2012 — May 2013

Financial Advisor

Downers Grove, IL
May 2011 — May 2013

Registered Representative

200 Park Ave, New York, NY 10016
May 2011 — Jan 2012

Education

2009 — 2009
from 2008
2002 — 2006
upto

Bachelor of Science in Business Administration

Linkping

International Finance

Lyon (69)

Bachelor of Business in Finance

Macomb, IL

Occupations

Counselor
Accountant
Finance and Accounting Specialist
Sales Specialist
Account Service Manager
Advisor
Accounting Bookkeeper
Bookkeeper
Client Service Officer
Customer Service

Skills

Leadership
Project Management
Business Strategy
Retirement Planning
Sales
Sales Management
Program Management
Marketing
Entrepreneurship
Fundraising
Research
French
Product Marketing
Customer Service
Business Development
Social Media Marketing
Social Media
Microsoft Excel
Time Management
Event Management
Powerpoint
Public Speaking
Account Management
Marketing Strategy
Strategic Financial Planning
Microsoft Word
Retirement
Competitive Analysis
Event Planning
Market Research
Salesforce.com
Finance
Investments
Financial Analysis
Microsoft Office
New Business Development
Social Networking
Strategic Planning
Marketing Communications
Series 63
Insurance
Fixed Annuities
Series 6
Business Planning
Business Administration
Financial Planning

FAQs about Dan Carroll

What is the main profession of Dan Carroll?

This professional's job is Retirement Plan Consultant - Group Sales

What are the main profession of Dan?

These person's professions are Counselor

Where does Dan Carroll live?

Chicago, Illinois is the place where Dan Carroll currently lives

What is Dan Carroll's email?

Dan Carroll's email is dc**@metlife.com and da**@yelp.com.

Where did Dan Carroll work?

Dan Carroll worked at Mutual of America, Yelp.

Where has Dan Carroll studied?

Dan studied at the Western Illinois University from 2010 to 2010.

Are there any professional certifications Dan Carroll has?

The expert received the following certifications: Series 7, Series 6, Series 65, Series 63, Effective Communications & Human Relations/Skills For Success, Financial Industry Regulatory Authority, and Nasaa.

What are the awards Dan Carroll received?

Dan Carroll received awards and these awards are: U.S. Department of Education European Union - United States Atlantis Program grant recipient, Aug 2008.
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