Dan Petter

Background

About Dan Petter

My father and role model taught me at a very young age that your name and integrity are truly the only attributes you will build for yourself in this world. I live by this mantra daily in both my personal and professional lives. Personally, I strive to be the husband, father, and friend others aspire to be. Professionally, I work diligently to create and nurture relationships with integrity and care. My goal is to be recognized for the business insight and personal credibility I provide for my clientele. I incorporate my 19 plus years of knowledge and experience in the financial services industry to educate, guide, and counsel my dedicated client base in an effort to maximize territory performance, increase sales, and exceed goals. It is essential to leverage all available resources and partners in an effort to fully understand the competitive landscape, product platforms / vehicles / strategies and current events that impact financial and economic markets. These business alliances are crucial to fostering dynamic relationships which foster new ideas that promote solutions and generate opportunities- Expertise * 19+ Years of sales experience in a Wholesale Investment Services Environment * Proven Track Record of success in both Sales and Budget / Territory Management * Superior knowledge of mutual funds / ETFs and the competitive landscape * In-depth understanding of Capital Markets and the impact of economic factors * Strong presentation and communication skills * Proven ability to analyze data, create and execute a business plan * Excellent listening skills with a natural inclination to focus on customer needs * Series 7, 63 and 65 attainment * CIMA Certification Holder "Your name will always be on your business card. Work hard every day to strengthen the reputation it evokes in your family, friends, and colleagues." The views expressed are my own and not of Franklin Templeton. This material should not be construed as individual investment advice or a recommendation regarding securities investments. All investments involve risk including possible loss of principal. Products and services may not be available in all jurisdictions. Please review the Franklin Templeton Privacy and Cookie Notice: © Franklin Distributors, LLC. Members FINRA/SIPC.