Dan Stanyon

Dan Stanyon

Sr. Relationship Manager at Merchants Trust Company

Location
Burlington, Vermont Area
Industry
Financial Services

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Dan Stanyon's Overview

Current
Past
Education
Connections

169 connections

Websites

Dan Stanyon's Summary

I work with individuals, families and non-profits to help them achieve their most important goals in a tax effective manner.

Specialties

Investment Management, Wealth Management Services, Investment and Estate Plan Coordination

Dan Stanyon's Experience

Sr. Relationship Manager

Merchants Trust Company

Public Company; 201-500 employees; MBVT; Banking industry

January 2007Present (7 years 9 months) 275 Kennedy Drive

AVP, Trust Officer

Chittenden Bank

Public Company; 1001-5000 employees; Banking industry

September 1988January 2007 (18 years 5 months)

Dan Stanyon's Skills & Expertise

  1. Wealth Management Services
  2. Estate Planning
  3. Retirement Planning
  4. Trusts
  5. Investments
  6. Asset Management
  7. Wealth Management
  8. Investment Management
  9. IRAs
  10. Banking
  11. Mutual Funds
  12. Strategic Financial Planning
  13. Loans
  14. Portfolio Management

Dan Stanyon's Certifications

  • Certified Trust and Financial Advisor

    • Institute of Certified Bankers

Dan Stanyon's Education

Cannon Financial Institute

Certified Trust and Financial Advisor, Wealth Management

20012002

Studies include Estate Planning, Retirement Planning, IRA administration, Principal and Income Law, Probate Procedure, Asset Protection, Generation Skipping and Fiduciary Income Taxation.

Activities and Societies: Honors Student

University of Vermont

19831987

Dan Stanyon's Additional Information

Websites:
Interests:

Camping, Hiking, Brewing Beer, Spending time with family.

Groups and Associations:

HomeShare of Vermont Board Member, United Way of Chittenden County Volunteer Center Committee Member, Converse Home Board Member, NAMI Committee Member.

Contact Dan for:

  • expertise requests
  • business deals
  • reference requests
  • getting back in touch

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