Mission Square Retirement
Dan Stewart is an accomplished financial professional with extensive experience in sales and advisory roles within the retirement and investment sectors. Currently serving as Vice President of Institutional Sales at MissionSquare Retirement since August 2019, Dan has been recognized as the Top Internal Wholesaler in 2023 and 2024. Prior to this, Dan held positions at Waddell & Reed as a Retirement Plans Specialist and Financial Advisor, generating new business and developing marketing strategies. Dan's experience also includes a decade at Scottrade as an Investment Consultant, where significant revenue growth was achieved and client education was prioritized, earning recognition as a Top 100 Performer in 2016. Dan began professional development as a Stock Broker Intern and has industry experience from internships at Siemens and Ford Motor Company. Dan holds a Bachelor of Science in Accounting and Finance from Kettering University.
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