Dan Schorgl

Dan Schorgl has extensive experience in sales and business development roles. Dan currently holds the position of Vice President of Business Development & Distribution at Vanbridge, an EPIC company, starting in January 2020. Prior to this, they worked as a Sales Vice President at Trumark Wholesale Insurance Services, Inc. from July 2017 to January 2020, where they partnered with financial advisors, estate planners, and tax attorneys to provide wealth advisory solutions for high net worth clients. From January 2009 to July 2017, they served as Sales Vice President at Mercury Financial Group. Dan also worked as a Sales Vice President at Highland Capital Brokerage from January 2000 to November 2008.

Dan Schorgl completed their formal education at Rockhurst University, where they earned a Bachelor of Science in Business Administration and Management & Finance. Dan attended the university from 1981 to 1985. Prior to that, they attended Rockhurst High School from 1977 to 1981, although they did not receive a degree or focus on any specific field of study during their time there.

In addition to their academic achievements, Dan Schorgl obtained certifications in the field of finance. In April 1994, they completed the Life Underwriter Training Council (LUTCF) program at The American College. Dan also acquired several FINRA licenses, including Series 6, 7, 24, and 63. These licenses were obtained as a Registered Representative of The Leaders Group, Inc., although specific details regarding the time of acquisition are not provided.