Daniel Cotter
Login to view DISC.With over 25 years in finance, Dan Cotter is a Financial Consultant at Equitable Advisors specializing in investment and insurance strategies for business owners and high-net-worth individuals. He holds a BA from the University of Notre Dame and frequently speaks to professional organizations like the Ohio and Florida Bar Associations.
Before his career in finance, Dan was the co-owner of a private energy company. This experience provides him with a unique perspective on the challenges and opportunities that business owners face, particularly in the energy sector.
Unique fact: Dan transitioned from being a private energy company co-owner to a specialist in financial and estate planning.
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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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