Dan Wilson, Ch Fc®, Clu®, Fsri
About Dan Wilson, Ch Fc®, Clu®, Fsri
Dan Wilson is a Product Analyst and Case Design professional at Lion Street, where he has worked since 2020. He has a background in financial services, having held various roles at Nationwide Financial prior to his current position.
Work at Lion Street
Dan Wilson has been employed at Lion Street since 2020, serving as a Product Analyst & Case Design. In this role, he focuses on analyzing product offerings and designing cases that meet the needs of clients. His tenure at Lion Street spans four years, during which he has contributed to the development and enhancement of financial products.
Previous Experience at Nationwide Financial
Prior to joining Lion Street, Dan Wilson held multiple positions at Nationwide Financial. He worked as an Analyst from 2014 to 2017, followed by a role as a Consultant in the Nationwide Business Solutions Group from 2018 to 2020. He also served as a Regional Internal Consultant for one year from 2017 to 2018. His experience at Nationwide Financial provided him with a solid foundation in financial analysis and consulting.
Education and Professional Designations
Dan Wilson earned a Bachelor of Arts in Business Administration from The Ohio State University. He furthered his education at The American College of Financial Services, where he achieved the professional designations of Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). These qualifications enhance his expertise in financial services and product analysis.
Background in Financial Services
Dan Wilson has a background in financial services that spans several years. His roles at Nationwide Financial involved various aspects of financial consulting and analysis, equipping him with a comprehensive understanding of the industry. His educational achievements and professional designations complement his practical experience, positioning him as a knowledgeable professional in the field.