Daniel Dagen, CFA

Wealth Management Advisor - Northwestern Mutual

Greater New York City Area

Connections
422 connections
Industry
Financial Services

Daniel Dagen, CFA’s Summary

I have been in the financial industry since 1985 serving individuals in the accomplishment of their financial goals. After working at publicly and privately held firms on Wall Street I was attracted to the ideals, standards and approach of Northwestern Mutual, a company owned by its policyholders. My clients have welcomed the move. In May, 2006, I qualified for the honor of "Bronze Leader”, which recognizes the leading new Northwestern Mutual Agent, based upon individual performance over the previous twelve months. I also qualified as a member of the distinguished Northwestern Mutual Forum. This prestigious group represents the top 5% of Financial Representatives in my company. Then in November, 2006, I also qualified for the honor of being named the “Eastern Regional Bronze Leader”, which recognizes the leading new Northwestern Mutual Agent in the Eastern region, based upon individual performance over the previous twelve months. I continue to strive to provide superior service and customized solutions to individuals and small to medium sized business owners.

Daniel Dagen, CFA’s Specialties:

To learn about my specialites, visit my website at www.danieldagen.com.


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