Daniel Bruns in

Daniel Bruns

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COO Retirement Services, Head of Participant Advice at Creative Planning
📍 Chicago, Illinois, 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.

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Experience
7 Years
Current Role
COO Retirement Services, Head of Participant Advice
Job Level
Leadership
Location
Chicago, Illinois, United States
Personality Overview

How Daniel 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 Daniel cares about

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

Work history

1-2026
COO Retirement Services, Head of Participant Advice
Creative Planning
5-2024 - 1-2026
Director of Retirement Strategy
Creative Planning
7-2022 - 5-2024
Managing Director
Athena Advisory Inc
7-2022 - 5-2024
Principal
BC Investment Consulting
6-2021 - 8-2022
Executive Committee Member
Defined Contribution Institutional Investment Association (DCIIA)
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2012 - 2014
Master of Business Administration (M.B.A.)
DePaul 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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