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Dan Garrett​

Dan Garrett​

Director of Strategy and Technology

Dan leads the SRG Financial Advisors Omnichannel marketing and delivery program. This includes the selection, implementation, and operation of digital solutions like websites, video conferencing, and digital vaults for clients and office personnel, and the integration of these solutions with traditional channels like in-person meetings and print marketing. The goal is for clients, trusted advisors, and delivery partners to have the same high-quality experience across all communication or service delivery channels.