Dan Benedetti

Dan Benedetti is an experienced finance professional currently serving as Vice President and Regional Supervisory Officer at Citizens Wealth Management since October 2023. Previously, Dan held the role of Home Office Principal at NEXT Financial Group for a brief period in 2023. Dan's extensive career includes various positions at Citizens Securities, Inc. from June 2015 to June 2023, where roles included AVP - Branch Inspections Officer, AVP - Regional Supervisory Officer, and AVP - Sr Principal. Prior experience includes serving as an Investment Specialist at Merrill Edge and a Customer Service Manager at Columbia Management. Dan began the career as a Business Support Analyst at Banc of America Investments and served as Senior Supervisor at Putnam Investments before obtaining a BS in Marketing from Bryant University between 1983 and 1986.