Dan J German
Insurance and Financial Services Professional
Name variants:
Daniel German
Last updated May 01, 2024
Contact Information
Last Update
Jul 1, 2022
Email
dg**@charteroakfinancial.com, dg**@snapfitness.com, da**@gmail.com
Location
Southbury, CT
Workplace
Financial Services Professional
Holyoke, MA
Industry
Financial Services, Insurance Agent/Broker, Financial Advisor
Colleagues
Work History
Financial Services Professional
330 Whitney Ave SUITE 600, Holyoke, MA 01040
I provide an analysis of your current financial situation and help you:
Identify financial goals and concerns
Illustrate what is being done to reach your goals and deal with concerns
Ide...
2011 — Feb 28, 2018
Insurance and Financial Services Professional
Securities offered through Cadaret, Grant, & Co. Inc, Member FINRA/SIPC. German Financial and Cadaret, Grant are Separate Entities. OSJ: 60 Vanech Drive, Stamford, CT 06905. Phone: (203) 325...
from Feb 2018
Property Manager
Oversee maintenance of the property, repairs, cost control, energy efficiency and tenant relations management.
Jan 1989 — May 2016
Financial Services Professional
1295 State Street Ter, Springfield, MA 01109
from Jan 2011
Owner
Brought a failing club, on the verge of closing, back to profitability.
Aug 2002 — Apr 2010
Owner and President
Milford's Health Club for 23 years!
May 1985 — Dec 2007
Construction Foreman
Managed heavy equipment operation
excavating, pipe installation, building roads, driveways and sidewalks and landscaping. Directed jobs to finish on time and within budget. Property and La...
Sep 1978 — May 1985
Education
1998 — 2010
1981 — 1984
1979 — 1981
upto
Occupations
Financial Broker
Financial Services Professional
Accountant
Finance and Accounting Specialist
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper
Skills
Small Business
Management
Marketing
Customer Service
Entrepreneurship
Retirement Planning
Strategic Planning
Coaching
Public Speaking
Insurance
Team Building
Sales
Training
Leadership
Budgets
Employee Benefits
Disability Insurance
Life Insurance
Business Planning
Mutual Funds
Relationship Management
Budgeting
Long Term Care