Daniel Regan Attorney Profile on UpCounsel
Daniel Regan

Daniel Regan

Attorney at Law

Chicago
Illinois
Licensed in
IL
Loyola University Chicago College of Law
5.0 5
Clear Communication
Response Time
Knowledgeable
Meets Deadlines
out of 2 reviews
About
I have a passion for out-of-the-box thinking, a dedication to customer service and an unbeatable work ethic. Formerly, I served as an Assistant Vice President in the legal department at Envestnet Asset Management, a leading provider of integrated solutions to financial advisors and institutions. Prior to that, I served as a financial consultant for Thrivent Financial, a provider of financial planning and wealth management services. I obtained my J.D. from Loyola University Chicago School of Law and my M.B.A from Loyola University Chicago Quinlan School of Business. I am grateful to be able to work and raise my family in the Chicago area.
3
Years
experience
Fortune 500 Badge

Practice Areas

Client Reviews

5.0
Clear Communication
Response Time
Knowledgeable
Meets Deadlines
out of 2 reviews
Clear Communication
Response Time
Knowledgeable
Meets Deadlines

"We have finally found the perfect legal representation. Regan Law has been extremely professorial, prompt, and attentive. Looking forward to a long business relationship."

General Counsel
Posted on Oct 12, 2015
Clear Communication
Response Time
Knowledgeable
Meets Deadlines

"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."

Company Startup
Posted on Oct 12, 2015

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

Jun 2012 - May 2015

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

Apr 2003 - Jun 2012

Want to work with
Daniel Regan?

Get Free Proposals

Share Daniel's
profile with your network