Dan Wilson

Dan Wilson, ChFC®, CLU®, FSRI has over 6 years of experience in the financial services industry. In 2020, they joined Lion Street as a Product Analyst & Case Design. At Lion Street, they are responsible for providing high-net-worth and corporate clients with proprietary resources, direct access to top-rated carriers, strategic alliances with key industry specialists, and group buying leverage. Prior to joining Lion Street, Dan worked at Nationwide Financial from 2014-2020 in various roles, including Consultant for the Nationwide Business Solutions Group, Regional Internal Consultant, and Analyst.

Dan Wilson, ChFC®, CLU®, FSRI has a business administration degree from The Ohio State University, where they studied marketing and sociology. Dan has obtained certifications in Long Term Care from CLTC, Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) from The American College of Financial Services, Effective Communications and Human Relations from Dale Carnegie Training, Fellow, Secure Retirement Institute (FSRI) from LOMA, Life, Accident & Health from the Ohio Department of Insurance, and Series 6 - Investment Company and Variable Contracts Products from the Financial Industry Regulatory Authority (FINRA).