professional profile
Dana Bertrand
Overview
Dana Bertrand is an insurance agent, a registered representative and an investment adviser representative based in Cohoes, NY, with 9 years in the industry.
- Years in the industry
- 9
- States licensed
- 48
- States registered
- 53
- Carrier appointments
- 27
Contact
1 business email and 3 phone numbers on file
Registrations and licenses
- Licensed in 48 states
- Registered in 53 states
6 lines of authority, with every state and its dates
Firms
- Mercer Allied Company, L.P.Current firm
- Goldman Sachs Wealth Services, L.P.Current firm
Employment history since 2020
Carriers
27 active carrier appointments
Book and practice
Firm assets under management on file
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