Name variants:
Daniel Johnson
Last updated May 03, 2024
Contact Information
Workplace
Colleagues
Work History
Adjunct Professor
9000 east Nichols Ave SUITE 200, Centennial, CO
Teach graduate-level financial planning and CFP(R) certificate courses to new and seasoned financial services professionals; class sizes vary between 10 – 25 students Potential future opport...
from 2019
Associate Financial Planner
Served as second chair advisor for larger clients while slowly transitioning to a lead advisor for smaller accounts; also participated in prospect meetings and trained newer associate planne...
2016 — 2019
Client Account Administrator and Operations Specialist
8500 Normandale Lake Blvd SUITE 450, Bloomington, MN 55437
Paraplanner duties covered basic administrative tasks, meeting preparation and follow up, performance reporting, cash flow monitoring, and portfolio withdrawal illustrations Operational duti...
2015 — 2016
Financial Planning Resident
15600 Wayzata Blvd SUITE 100, Wayzata, MN 55391
Assisted lead advisor with developing, presenting, and implementing comprehensive financial plans using Money Guide Pro & e-Money Additional responsibilities included administration / operat...
2014 — 2015
Education
2015 — 2017
2010 — 2014
Occupations
Professor
Associate Professor
Financial Broker
Certified Financial Planner
Accountant
Finance and Accounting Specialist
Financial Planner
Supporting Member
Executive
Chairperson
Advisor
Lecturer
Postsecondary Teacher
Puchasing and Estimating Manager
Financial Manager
Accounting Bookkeeper
Bookkeeper
Financial Management Analyst
Financial Services Sales Agent
Team Member
Chief Executive
Skills
Leadership
Teamwork
Microsoft Excel
Management
Time Management
Financial Planning
Public Speaking
Team Leadership
Customer Service
Investments
Strategic Financial Planning
Financial Accounting
Communication
Organizational Effectiveness
Coaching
Sales
Computers
Accounting
Technology
Spanish
FAQs about Dan Johnson
What is the main profession of Dan Johnson?
The expert is a Adjunct Professor.
What jobs is Dan Johnson proficient at at?
Dan is proficient at such jobs as Professor and Associate Professor.
Where does Dan Johnson live?
Minneapolis, Minnesota is the place where Dan Johnson lives
Where did Dan Johnson work?
This person worked at College For Financial Planning, Mindful Asset Planning.
What education does Dan Johnson have?
Dan studied at the College For Financial Planning from 2015 to 2017.
What are the certifications of Dan Johnson?
The professional received the following certifications: Certified Financial Planner™, Series 65, and Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities.
Are there any industries, that Dan Johnson is connected to?
Dan works in Higher Education industry.
Are there any skills Dan Johnson has?
Dan has such skills as Leadership, Teamwork, Microsoft Excel, Management, Time Management, Financial Planning, Public Speaking, Team Leadership, Customer Service, and Investments.