Dan Johnson

Advised individuals and families on personalized wealth management plans incorporating investment strategies, financial protection, and long-term growth objectives Evaluated and recommended life insurance solutions — including term, whole life, and IUL policies — as a core component of comprehensive financial planning and wealth preservation strategies Conducted financial needs analyses assessing clients' income, assets, and risk tolerance to deliver tailored recommendations aligned with retirement and long-term financial goals

Financial Planning & Wealth Management Associate - Thrive Companies - Remote

(2023-05)

• Advised individuals and families on personalized wealth management plans incorporating investment strategies, financial protection, and long-term growth objectives
• Evaluated and recommended life insurance solutions — including term, whole life, and IUL policies — as a core component of comprehensive financial planning and wealth preservation strategies
• Conducted financial needs analyses assessing clients' income, assets, and risk tolerance to deliver tailored recommendations aligned with retirement and long-term financial goals
• Cultivated a growing book of business through referral networks and strategic outreach, consistently exceeding monthly revenue targets and demonstrating strong client relationship management

Paraprofessional - James E. Allen JR/SR HS - Dix Hills, NY

(2023-07)

• Managed individualized support for students with diverse learning needs while maintaining detailed performance documentation and collaborating with educators on data-driven instructional strategies

Customer Service Associate - Stop & Shop - Commack, NY

(2022-05 - 2026)

• Delivered high-volume order fulfillment and daily customer service with exceptional accuracy through the Peapod platform, consistently meeting performance benchmarks in a fast-paced retail environment

Bachelor of Science - Business Administration, Concentration in Finance & Accounting - University at Albany – SUNY (2027-05)