Dan Igo

Dan Igo has a long and varied work experience. Dan began their career in 1995 as a Legal Chief and Recruiter and Operational Manager for the United States Marine Corps. In 2005 they joined Paychex as a Business to Business Salesperson in Human Resource Services, eventually becoming a Senior District Sales Manager and then a Regional Sales Director. In 2016, they became the Vice President of Sales and Retirement Planning for MRK Financial Solutions and also became a Certified Mentor for SCORE Mentors. In 2017, they joined the National Association of Plan Advisors as a Member. In 2018, they became a Director of Sales for TriNet and a Veteran Mentor for Veterati. In 2020, they became the Head of Sales for Colibri Real Estate, and in 2022 they became the Director of Sales for the Western US region at PTO Exchange.

Dan Igo's education history includes a diploma from Cretin Derham Hall in 1995-1996, a degree in IT Systems from Coleman University in 1995-1996, and a degree in Business Management from Cardinal Stritch University in 2006-2009. Dan has also obtained several certifications, including a Secret Security Clearance from the United States Department of Defense in 1995, a Series 63 from the Financial Industry Regulatory Authority (FINRA) in 2015, a Series 6 from the Financial Industry Regulatory Authority (FINRA) in 2015, a Series 65 from the Financial Industry Regulatory Authority (FINRA) in 2016, and an Accredited Investment Fiduciary, AIF\u00ae from Fi360 in 2017.