Dan Wilson in

Dan Wilson

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Head of Sales at RISR
📍 Greater Philadelphia, United States

Dan Wilson is the Head of Sales at RISR, a software company focused on helping financial advisors work with business owners. He leverages an extensive sales background from BizEquity and an accounting degree from Susquehanna University to drive growth in the financial technology space.

While his public profile is professionally focused, his career with companies in the greater Philadelphia area suggests a connection to the local community. He is likely a supporter of the citys vibrant culture and professional sports teams.

Dan was a featured guest on "The Modern Financial Advisor" podcast, sharing expertise on engaging business owners.

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Experience
8 Years
Current Role
Head of Sales
Job Level
Mid-senior
Location
Greater Philadelphia, United States
Personality Overview

How Dan shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Dan cares about

The Business Owner Market
His role and recent posts are dedicated to a mission of helping financial advisors better engage with and serve private business owners.
Financial Advisor Tech
He actively represents RISR at AdviceTech and FinTech demo events, showing a clear passion for technology that empowers financial professionals.
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Career

Work history

9-2024
Head of Sales
RISR
1-2024 - 9-2024
Senior Sales Director
BizEquity
1-2022 - 1-2024
Sales Director
BizEquity
9-2021 - 12-2021
Senior SDR
BizEquity
7-2018 - 1-2021
Business Manager
SEI
In the press

Media appearances

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Education
Accounting and Information Systems
Susquehanna University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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