Dan Johnson
Vorstandsvorsitzender bei Birchcreek Wealth Management LLC
Profil
Mr. Daniel A.
Johnson is a President & Chief Executive Officer at Birchcreek Wealth Management LLC.
He has over a decade of experience working with individuals, families, and business owners on planning for their futures.
Mr. Johnson was previously employed as a First Vice President by Merrill Lynch, Pierce, Fenner & Smith, Inc.
He is a Business Finance graduate of the University of Florida, holds the CERTIFIED FINANCIAL PLANNER certification, and has obtained the Certified Plan Fiduciary Advisor designation.
Aktive Positionen von Dan Johnson
| Unternehmen | Position | Beginn |
|---|---|---|
Birchcreek Wealth Management LLC
 Birchcreek Wealth Management LLC Investment ManagersFinance Birchcreek Wealth Management LLC (BWM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Dayton, Ohio. The firm was founded by Daniel Johnson in 2019. BWM offers advisory services to individuals, high net-worth individuals, families, trusts, estates, businesses and pension and retirement plans. | Vorstandsvorsitzender | 01.06.2019 |
Ehemalige bekannte Positionen von Dan Johnson
| Unternehmen | Position | Ende |
|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Corporate Officer/Principal | 01.08.2019 |
Ausbildung von Dan Johnson
| University of Florida | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Birchcreek Wealth Management LLC
Birchcreek Wealth Management LLC Investment ManagersFinance Birchcreek Wealth Management LLC (BWM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Dayton, Ohio. The firm was founded by Daniel Johnson in 2019. BWM offers advisory services to individuals, high net-worth individuals, families, trusts, estates, businesses and pension and retirement plans. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Finance |