Dan Gallagher | SpeakerHub

Personal Details

Bio

Overview:

Dan retired from financial services in December 2017 to work professionally as a writer, freelancer, speaker and educator. During his practice, Dan’s professional designations included: Chartered Financial Consultant & Chartered Life Underwriter (1989), Certified Financial Planner® (1992) and Certified Business Intermediary (2002). Dan’s thirty-year financial practice encompassed group and individual benefits, money management, financial plans, business valuation & brokerage, commercial realty and – often very personal – counseling. He now writes fiction and nonfiction and also offers speaking/training services. Dan was recently (June 2018) accepted and registered as an “expert witness” with The Expert Institute, New York.

Chronology:

Dan graduated from Virginia Military Institute (1981), third among Economics majors, simultaneously completing the Modern Languages curriculum. He served in the Infantry, then as a reservist in a Special Forces support role, next as a Training Company Commander and later in a classified Army Research Institute role. Dan completed his Master of Business Administration at William & Mary (1986). He and wife Laura married in 1988, loved raising their four children, and assisted both Boy and Girl Scouting through their church through 2010.

Dan has given numerous seminars at major employers and other

Charlotte Magazine selected Dan as a ‘2009 Five-star Wealth Manager.’ Dan was a panelist and guest speaker at the Charlotte Chamber of Commerce’s 2007 ‘Business Disposition Workshop.’ Dan has given numerous seminars at major employers and other entities including Delta Environmental Consultants (now Antea Group), Anheuser-Busch, Norfolk Naval Shipyard, Canon USA and small businesses.

Dan is the author of a novel, a licensing manual, and numerous articles in journals such as Virginia Lawyers Weekly, Financial & Estate Planning, The Daily Press and The Virginia Gazette. Articles by and about Dan have been published in the Charlotte Business Journal and Charlotte Ventures. Dan retired from financial services in December 2017 to work professionally as a writer, freelance editor and educator. His fiction and narrative nonfiction have been published by Skyhorse Publishing, Superversive Press, Millhaven Press, Creative Loafing, NFAA Archery, and AncientProphecies Press.

During his practice, Dan’s professional designations included: Chartered Financial Consultant & Chartered Life Underwriter (1989), Certified Financial Planner® (1992) and Certified Business Intermediary (2002). Dan now offers speaking/training services and was recently (June 2018) accepted and registered as an “expert witness” with The Expert Institute, New York. Dan’s thirty-year financial practice encompassed group and individual benefits, money management, financial plans, business valuation & brokerage, commercial realty and – often very personal – counseling.

Dan lives in Charlotte, NC. More detailed and publications samples: AuthorDan.com

Current position (1)

Author, Speaker

self-employed

Achievements (1)

See bio or website

For this, please visit AuthorDan.com or refer to bio at SpeakerHub. For detail on Army Infantry and SF assignments please phone or email (no combat experience but dangerous and intriguing assignments occurred). Thanks.

Degrees (2)

Master of Business Administration

College of William & Mary

1984 to 1986

Bachelors of Economics

Virginia Military Institute

1977 to 1981

Presentations

Presentations (5)

Customizable

The broad topics in my book, The Secrets of Successful Financial Planning, are appropriate for nearly all groups. This material will edify & entertain because of the many dramatic true tales of client triumph and tragedy that I have accrued over 30 years and placed in the book. I am unbiased, having retired from all licensures and registrations in December 2017, yet remaining current with the trade. Related topics are possible, such as Catholic or other Christian perspectives on financial planning topics. I am also happy to share mesmerizing tales of both scientific research and fiction related to cryptozoological animals (see Fiction section of AuthorDan.com)

Financial Planning

From Johnnie Ho, V.P. of Delta Environmental Consultants (now Antea Group): "Dan Gallagher did a financial planning presentation for my team in the Charlotte, NC office – I thought we could all benefit from a little more knowledge in financial planning. We were all pleased with the quality of his presentation and Dan’s knowledge of the subject matters. Dan carried himself well, poised, informative but not promoting, and concisely fielded questions. He respected that he was a guest, and he showed genuine concern for people."

Long-term Care

From Timothy Shinn, TIAA-CREF (At the time of the presentation, a Bank of America officer and St. Gabriel Catholic Church parisioner): "Dan Gallagher's "Morality and Demographics" presentation (St. Gabes church seniors & other guests, February 2008) was eye opening and helpful for attendees' investment strategies. Though it was a religious audience, the conference hall was filled with about seventy or so people whose initial skepticism about an investment talk quickly turned to appreciation. That was because it was philosophically appropriate and had helpful admonitions to steward portfolios with what proved to be prudent defensiveness. Dan did not predict the recession, but related from his realty and other experience that protecting assets rather than exposing them to long-term bonds & equities would be increasingly prudent. Research he articulately explained included H.S. Dent's & others. Dan was trusted by the pastor and my wife (the organizer) and he merited that trust."

Long-term Care & Retirement Planning

From Eric Wu, Environmental Engineer: "In the recent recession, still affecting many sectors, Dan Gallagher was invited (and re-invited over time) by my firm, Delta Environmental (engineers, consultants) to give multimedia speaking engagements: One on “Planning for Long-term Care” and the other broader: Financial Planning. Dan was fascinating with otherwise dull topics, yet had no hype. He knew his stuff: valuable tips."

Various FP Topics

Dan recently (Dec 2017) retired from financial planning; no presentations were filmed in his 30 years because of client privacy, though proof of the ones at large employers is available upon request. Here is a summary of such activity:
"Charlotte Magazine selected Dan as a ‘2009 Five-star Wealth Manager.’ Dan was a panelist and guest speaker at the Charlotte Chamber of Commerce’s 2007 ‘Business Disposition Workshop.’ Anheuser-Busch, Norfolk Naval Shipyard, Canon USA, and more have sponsored his seminars. Dan’s financial articles have appeared in The Daily Press, Financial Planning, and The Virginia Gazette. Articles by and about Dan have been published in the Charlotte Business Journal and Charlotte Ventures. Dan was honored in 2002 by the International Association of Business Brokers for technical expertise as a Certified Business Intermediary. His fiction & narrative nonfiction have been published by Skyhorse Publishing, Superversive and Millhaven Presses.