Dan Romic

Dan Romic: Email & Phone Number

Opt-Out
Director Wealth Management at Prime Years|Greater Cleveland, United States

Position:

Director Wealth Management at Prime Years

Location:

Greater Cleveland, United States

LinkedIn
View Dan Romic's Email
Up to 10 free lookups. No credit card required.
Last updated: 2026-07-21
Updated: 2026-07-21

Found email addresses for Dan Romic:

Business emails:
d****c@journey-wealth.com
Personal emails:

Found phone for Dan Romic:

Searching for Dan Romic profiles
0% completed

A different Dan Romic?

Sign up to search for other Dan Romic's across our 850M+ professionals database

Work Experience 13 years

Director Wealth Management at Prime Years

Aug 2024 - Current

Vice President Financial Consultant at Fidelity Investments

Dec 2013 - May 2024

Dan Romic started working in 2013, then the employee has changed 1 company and 1 job. On average, Dan Romic works for one company for 6 years 2 months.

Their professional focus is 401(k) Retirement Savings Plans, Customer Acquisition, and Customer Service across 3 core areas.

Education

Cleveland State University

Similar profiles

Name
Company
Position
Edi Gunawan
CV surya putra sejahtera
Director Wealth Management
Get contacts
Sam Fimis
Director Wealth Management
Get contacts
Rajesh RadhaKrishnan
InCred Wealth
Director Wealth Management
Get contacts
Dyan Hermansyah
PT Anugerah Hunafa Indonesia
Director Wealth Management
Get contacts
Han SuShan
Vistra (Hong Kong) Ltd
Director Wealth Management
Get contacts
Maher Pandiangan
Director Wealth Management
Get contacts
See more profiles

Other employees at Prime Years

Name
Company
Position
David ODonnell
Operations Associate
Get contacts
Ben Le
Business/Systems Analyst
Get contacts
Karen Ksiezyk
Senior Associate, Client Accounting
Get contacts
Jack Laliberte
Director, Investments
Get contacts
Barbara McDougal Spehar
Senior Associate, Client Service
Get contacts
Mitchell Knotek
Senior Associate, Wealth Management
Get contacts
Zoe Karides
Senior Associate, Client Accounting
Get contacts
Alana Boehm
Financial Advisor
Get contacts
Sarah Loeppky
Certified Financial Planner
Get contacts
See more profiles

Data Privacy

GDPR Icon

GDPR COMPLIANT

SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.

CCPA Icon

CCPA COMPLIANT

SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.

BACK TO TOP