Dan is a seasoned professional with a distinguished career spanning 25 years in the financial services industry. As the Head of National Accounts, IMO Channel at Delaware Life, he leads the IMO distribution team. He is responsible for business development and relationship management with Delaware Life's national IMO relationships.
Before taking on this pivotal role, Dan served as Director of Product and Business Development for Delaware Life Marketing, LLC, further expanding his expertise in the industry. With a primary focus on annuity products, Dan has held various positions in product development, distribution, investments, and accounting within the insurance and banking sectors.
Before joining Delaware Life, he served as the Investment Portfolio Manager for the U.S. Annuities division of Sun Life Financial, demonstrating his comprehensive knowledge of financial products. His career journey has included diverse roles in Wholesale Annuity Distribution, Statutory Reporting, Private Banking, and Broker Services.
Dan's academic achievements include an MBA from the University of Massachusetts and a Bachelor of Science from Springfield College. He possesses active FINRA Series 6 and Series 63 licenses and holds a RICP® designation, highlighting his commitment to professional excellence. His dedication to the industry, educational background, and expertise position him as a trusted leader in the financial services field.
Dan resides in Cape Coral, Florida, with his wife and two children.