Dan Bird

Dan Bird, CEBS, is the Director of Relationship Management at ClearPoint Federal Bank & Trust, where they focus on financial services, particularly in retirement plan relationship management and employee education. With extensive experience that includes roles such as Director, Client Executive at Diversified Investment Advisors and AVP - Relationship Manager at Wachovia Retirement Services, Dan has cultivated a strong expertise in plan design consulting and fiduciary support. They have also served as a Retirement Plan Consultant in the Greater Cincinnati area since 2017. Dan earned a Bachelor of Arts in Diplomacy and Foreign Affairs from Miami University.