Dan Borges
About Dan Borges
Dan Borges serves as the Senior Regional Vice President at Western & Southern Financial Group, bringing extensive experience in the financial industry, particularly in wholesaling various financial products. He has held significant roles at Lincoln Financial Group, Ameriprise Financial Services, and Ohio National Financial Services throughout his career.
Work at Western & Southern Financial Group
Dan Borges serves as the Senior Regional Vice President at Western & Southern Financial Group, a position he has held since 2019. In this role, he focuses on sales and management within the Bank and Independent Channels, contributing to the company's growth in the Southwest Region. His extensive experience in the financial industry supports his responsibilities in overseeing regional operations and driving sales strategies.
Previous Experience in Financial Services
Prior to his current role, Dan Borges held several significant positions in the financial services sector. He worked at Ohio National Financial Services as Regional Vice President from 2010 to 2019, and at Ameriprise Financial Services, Inc. from 2005 to 2010. His career began at Lincoln Financial Group, where he served as Regional Vice President from 2001 to 2005. In these roles, he gained extensive experience in wholesaling Mutual Funds, Managed Money, Fixed Index Annuities, and Variable Annuities.
Education and Expertise
Dan Borges studied at Louisiana State University from 1983 to 1987, where he earned a degree in Business Administration and Management with a focus on Finance. This educational background laid the foundation for his extensive career in the financial industry, equipping him with the necessary skills and knowledge to excel in various sales and management roles.
Geographic Coverage in Professional Role
In his professional capacity, Dan Borges has covered multiple states, including California, Arizona, Hawaii, Nevada, Utah, Colorado, and New Mexico. His extensive geographic coverage reflects his ability to manage diverse markets and adapt to varying regional needs within the financial services industry.