Dane has over 30 years of experience in the financial services business, serving as a financial advisor, regional sales manager, recruiter and compliance officer.
After graduating from Western Maryland College with a degree in education, and prior to his financial services career, Dane worked as a teacher and athletic coach for 4 years. A strong interest in the financial services business lead him to begin his career as a trainee in 1976 with Blyth Eastman Dillon & Co. From there he served as a financial advisor for several years, until as a top producer he was asked to take on a management duties. Dane served as a regional sales manager and became known for his ability to turn a fledgling or failing sales organization into a successful and profitable one. After managing for 15 years through a number of corporate reorganizations, Dane changed roles, working as the Director of Recruiting for a regional firm, and as a compliance officer.
In 2012 Dane decided to return to what he enjoyed the most in his career, teaching and coaching. Dane feels that to be an effective coach you’ve got to have “carried the bag,” and he firmly believes that his training as a teacher and his long, successful experience in the financial services industry will be of great benefit to our clients.
Dane has held FINRA licenses 7, 24, 63, 65 and 8. He has two grown children living in Charlottesville, VA and Washington DC, and four grandchildren. In his spare time Dane enjoys making furniture, boating and bicycling.
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