Daniel Dickenson, IAR, FIC, currently serves as a Financial Representative at Modern Woodmen of America, specializing in life insurance, savings, retirement planning, business planning, and estate planning since May 2019. In addition to conducting client meetings for financial plan development, Daniel has experience as an intern in financial planning and analysis, gaining insights through shadowing regional management and participating in client meetings. As a Denton Chamber Ambassador, Daniel advocates for local businesses. Leadership roles include serving as President of the UNT Student Investment Group, where Daniel managed investment portfolios exceeding $800,000 and mentored junior analysts. Daniel's educational background includes a Master of Business Administration in Finance and a Bachelor of Business Administration in Financial Planning, both from the University of North Texas.
Sign up to view 0 direct reports
Get started
This person is not in any teams