Lebanon, NH
Dan’s primary responsibilities include marketing, business development, and community outreach. He provides marketing support and lead generation to the financial planners in Lebanon, NH and works to ensure that Conservatory members are aprised of important member information, news, and industry trends, and to align WC’s service offerings and messaging with the needs of Conservatory members and to deliver the company’s message of value to prospective clients and organizations.
Dan’s experience and education spans all facets of business management and entrepreneurism, and he specializes in strategic planning, finance, social media marketing, website content development, content marketing, advertising, creative writing, public relations, and media placement. He’s also and adjunct professor of marketing at Franklin Pierce University, where he received an MBA in marketing and finance.
Dan likes skiing, hiking, tennis, traveling, fitness, and playing guitar and bass with his band mates, the Badd Dads.
29 School Street
Lebanon, NH 03766
50 Cemetery St,
Ste 100
Winston-Salem, NC 27101
18097 Harvest Court
Plymouth, CA 95669
2300 First St, Ste 336,
Livermore, CA 94550
The Wealth Conservatory is an investment advisory firm whose principal place of business is in New Hampshire. We may only conduct business in states in which we are registered or qualify for an exemption from registration requirements. Please realize that this website is provided for informational purposes only, and should not be construed as a solicitation to buy or sell a security or the delivery of personalized investment advice.
