Dan Owen, CFP®, CLU®, ChFC®, AEP in

Dan Owen, CFP®, CLU®, ChFC®, AEP

Activist · DISC type Cd
Financial Advisor at Northwestern Mutual
📍 Wrightsville Beach, North Carolina, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
17 Years
Current Role
Financial Advisor
Job Level
Mid-senior
Location
Wrightsville Beach, North Carolina, United States
Personality Overview

How Dan shows up

Observative
Logical And Quick
Meticulous

They don’t always try to control the conversation but neither do they like yielding it fully. They can be nudged to make faster decisions by offering what they value. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Priorities

Topics Dan cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

1-2012
Financial Advisor
Northwestern Mutual
11-2011
Field Director
Northwestern Mutual
2008 - 11-2011
Financial Representative
Northwestern Mutual
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1999 - 2003
BA
University of North Carolina Wilmington
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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