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Last Update

2011-11-29T00:00:00.000Z

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Background Information

Employment History

Position, Financial Planning, Investments, Insurance, Tax Planning, Estate Planning and Employee Benefits

Cambridge Investment Research, Inc.

Director of Information Management

Kendall College

Position, Corporate Finance

Coutts & Co

Affiliations

Financial Advisor
The Planning Group Inc

Education

Bachelor Degree
Commerce
University of South Africa

Honors Degree
Finance and International Economics
University of South Africa

Web References (13 Total References)


The Planning Group

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Dani G. Barron The Planning Group The Planning Group

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Dani Barron - Financial Advisor Dani Barron joined The Planning Group in 2007 as a financial advisor. He has 14 years of financial, software and education industry experience in the USA, England and South Africa. He has extensive experience in financial planning, investments, insurance, tax planning, estate planning and employee benefits.
Dani began his career in Johannesburg, South Africa at Derivco, advising retail investors in alternative investment opportunities. He then joined Irish and Menell Rosenberg where he launched a new division at the investment firm to market, sell, and manage mutual fund portfolios for affluent clients. He then moved to London and worked in corporate finance at Coutts & Co where he worked with a key client to develop the business and financial plan in preparation for a new business venture.
Dani came to Chicago in 1998 to work with Proamics, which later became Niku, to implement financial and accounting software packages for Fortune 1000 clients and later leveraged this client experience to design and develop new project and resource management software. In 2004, Dani joined Kendall College as director of information management ensuring that business needs were driving information technology investments.
Dani attended the University of South Africa where he graduated with a Bachelor Degree in Commerce and an Honors Degree in Finance and International Economics. Dani is an avid golfer and tennis player.


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Dani Barron The Planning Group


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Dani Barron The Planning Group

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