Daniel Regan
Attorney at Law
Illinois
IL
About
experience
Client Reviews
"We have finally found the perfect legal representation. Regan Law has been extremely professorial, prompt, and attentive. Looking forward to a long business relationship."
"We decided to work with Regan Law, because he brought a tremendous amount of value and insight to the table. Dan has a very unique perspective with having a law degree and an MBA, which allowed him to bring many unseen ideas to the table to help us mitigate a high-tension ownership agreement with ease. Dan means business."
Work History
Envestnet Asset Management
Assistant Vice President - Attorney
Jun 2012 - May 2015
•Assist in negotiation and drafting of various investment advisory and technology services agreements
•Assure compliance with applicable laws, regulation and contract terms
•Assist with preparation of public company filings
•Assist in the management of compliance issues
•Review and update policies and procedures
•Provide support in corporate mergers and acquisitions and due diligence
Thrivent Financial for Lutherans
Financial Consultant
Apr 2003 - Jun 2012
Met with clients to help them plan and achieve their financial goals
Hosted prospect workshops that added 2 clients to my book each quarter
Grew client funds from $2 million to $14 million