Dan Sprague
Columbus
Summary
Dynamic financial professional with expertise in analyzing market trends and client needs. Skilled in educating clients on investment/insurance products and facilitating strategic discussions, contributing to successful financial planning and enhanced advisor relationships.
Overview
10
10
years of professional experience
5
5
Certifications
Work History
Investment Consultant
Fidelity Investments
Columbus
07.2023 - Current
- Analyzed client portfolios to recommend tailored investment strategies.
- Assisted in developing financial plans based on client goals and risk tolerance.
- Educated clients on market trends and investment products effectively.
- Coordinated meetings with clients to discuss their goals and review progress towards those goals.
Planning Consultant
Fidelity Investments
Columbus
09.2022 - 07.2023
- Collaborated with cross-functional teams to develop and implement strategic planning initiatives that aligned with client objectives.
- Facilitated client meetings to present insights and collect actionable feedback on plans, enhancing stakeholder engagement.
- Utilized financial modeling tools to forecast potential outcomes for investments.
- Provided training and mentorship to junior team members on planning methodologies, fostering skill development and project readiness.
Regional Annuity Wholesaler
Nationwide Financial
Columbus
01.2018 - 08.2022
- Developed strong relationships with financial advisors to drive Variable, Fixed Indexed, RILA and Immediate Annuity sales within assigned territories.
- Formulated targeted strategies to optimize sales growth within assigned territory.
- Analyzed industry trends to inform strategic decisions and adapt to market changes.
- Utilized virtual meetings and LinkedIn to strengthen advisor relationships and drive engagement.
- Qualified for Leader's Conference by achieving top sales performance during three consecutive years.
Internal Annuity Wholesaler
Nationwide Financial
Columbus
11.2015 - 12.2017
- Cultivated and sustained relationships with financial advisors and clients to enhance collaboration and trust.
- Conducted product training sessions for sales teams and partners, improving product knowledge and sales effectiveness.
- Provided ongoing support to financial advisors regarding product offerings.
- Explored new markets and growth opportunities, contributing to strategic expansion initiatives.
- Monitored competitor activities in order to maintain competitive advantage.
- Qualified for internal sales and service conference in 2017
Education
Bachelor of Arts - Organizational Leadership
University of Cincinnati
Cincinnati, OH12-2013
Skills
- Client portfolio analysis/identifying opportunities for both new and existing clients
- Strong understanding of financial markets and insurance/investment solutions
- Sales presentations and strategy implementation
- Documented success working with clients virtually, in-person or via telephone calls
- Product and subject matter expert on Nationwide solutions and other industry trends
Certification
Certified Financial Planner (CFP)
Timeline
Investment Consultant
Fidelity Investments
07.2023 - Current
Planning Consultant
Fidelity Investments
09.2022 - 07.2023
Regional Annuity Wholesaler
Nationwide Financial
01.2018 - 08.2022
Internal Annuity Wholesaler
Nationwide Financial
11.2015 - 12.2017
Bachelor of Arts - Organizational Leadership
University of Cincinnati