About
A proven Financial Services executive with 30 years of functional and leadership knowledge, Dan joined Wealth Enhancement in 2023 as Chief Product Officer.
He leads Wealth Enhancement's centralized client solutions and product strategy, overseeing a broad portfolio of specialized services that support advisors and enhance the client experience, including financial and estate planning, tax, insurance, trust, banking, retirement plan consulting, portfolio consulting, and emerging solutions.
Prior to joining Wealth Enhancement, Dan served at Fisher Investments, Personal Capital, and Empower, where he built and scaled multi-disciplinary teams across client service, advisory, banking, marketing, sales operations, corporate finance, customer experience, and acquisition integration. His career has focused on creating service-driven platforms that combine operational excellence with scalable growth.
Education
- BS, Business Admin and Finance, San Jose State University
