D.B. Geehan

D.B. Geehan

Director, New Business Development

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location of D.B. GeehanFort Worth, Texas, United States

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  • Timeline

  • About me

    President & Founder

  • Education

    • James I. O'Neill High School

      1989 - 1993
    • Calvin College

      1993 - 1997
      Bachelor's degree International Business
  • Experience

    • Active International

      Dec 1997 - Jan 1999
      Director, New Business Development

      Worked to uncover distressed assets and corporate trade opportunities at Fortune 1000 companies in the Airline, Energy & Utilities and Computer Hardware Manufacturing industries through aggressive research and diligent phones sales.

    • Northwestern Mutual

      Sept 1999 - Oct 2006
      Financial Advisor

      Primarily worked with near retirees, retirees and small business owners in the areas of investment management, income planning and insurance.

    • R.F. Lafferty & Co., Inc.

      Oct 2006 - Nov 2010
      Senior VP, Private Client Group

      As head of the Private Client Group at R.F. Lafferty & Co., D.B. was responsible for overseeing the build out and delivery of sophisticated financial planning and investment management solutions for the firm's most affluent clientele.

    • Brenton Private Wealth Advisors

      Feb 2011 - now
      President & Founder

      Investment advisory services offered through Independence Square Holdings LLC, a Registered Investment Advisor. Daniel B. Geehan is an Investment Advisor Representative of Independence Square Holdings LLC and the Managing Member of Brenton Private Wealth Advisors. Brenton Private Wealth Advisors is a separate entity from Independence Square Holdings LLC.

  • Licenses & Certifications

    • DACFP Certificate in Blockchain and Digital Assets

      Digital Assets Council of Financial Professionals
      Jan 2022
      View certificate certificate