Dan Schorgl

Dan Schorgl

Sale Vice President

Followers of Dan Schorgl1000 followers
location of Dan SchorglLeawood, Kansas, United States

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  • Timeline

  • About me

    VP Business Development & Distribution at Vanbridge, an EPIC company

  • Education

    • Rockhurst High School

      1977 - 1981
    • Rockhurst University

      1981 - 1985
      BSBA Business Administration and Management & Finance

      Activities and Societies: Tau Kappa Epsilon

  • Experience

    • Highland Capital Brokerage

      Jan 2000 - Nov 2008
      Sale Vice President
    • Mercury Financial Group

      Jan 2009 - Jul 2017
      Sales Vice President
    • Trumark Wholesale Insurance Services, Inc.

      Jul 2017 - Jan 2020
      Sales Vice President

      Partner and consult exclusively with financial advisors, estate planners and tax attorneys to provide wealth advisory solutions for their high net worth clients.- Wealth structuring, and transfer- Estate Planning - Retirement Strategies- Business Succession Planning- Charitable Planning- Insurance AnalysisContact Dan: dschorgl@trumarkfinancial.com – Cell 913.220-5777 Office 913.327.9898

    • Vanbridge, an EPIC company

      Jan 2020 - now
      VP Life Insurance Expert
  • Licenses & Certifications

    • FINRA Series 6, 7, 24, 63 Licenses

      Registered Representative of The Leaders Group, Inc. Member FINRA
    • Life Underwriter Training Councel (LUTCF)

      The American College
      Apr 1994
  • Honors & Awards

    • Awarded to Dan Schorgl
      2016 Top Vice President Number 4 Dec 2016
    • Awarded to Dan Schorgl
      2011 "Top Five" Vice Presidents Number 2
  • Volunteer Experience

    • Assistant Scoutmaster

      Issued by Boy Scouts of America on Jan 2005
      Boy Scouts of AmericaAssociated with Dan Schorgl