Dana Holmes

Client Relationship Coordinator at The Pangburn Group - New Roads, LA, US

Dana Holmes's Colleagues at The Pangburn Group
Carrie Raleigh

Director, Non-Account Balance Recordkeeping

Contact Carrie Raleigh

Brian Pangburn

principal and chief executive officer

Contact Brian Pangburn

Kaci Roy

Client Relationship Manager

Contact Kaci Roy

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Dana Holmes's Contact Details
HQ
800 634-3287
Location
Baton Rouge, Louisiana, United States
Company
The Pangburn Group
Dana Holmes's Company Details
The Pangburn Group logo, The Pangburn Group contact details

The Pangburn Group

New Roads, LA, US • 100 - 249 Employees
Financial Services

The Pangburn Group offers comprehensive recordkeeping solutions for nonqualified benefit plans and employer owned life insurance. From plan consultation and implementation to accounting and compliance, Pangburn's customer experience and proprietary technology provides a unique offering in the industry. Pangburn serves businesses, nonprofit organizations, and financial institutions of all sizes in all 50 states and maintains strong relationships with financial advisors, major life insurers, trust companies, and other professional advisors, providing exceptional servicing on a fee-for-service only basis.

Nonqualified Benefit Plan Recordkeeping Employer Owned Life Insurance Recordkeeping Endorsement Split Dollar Recordkeeping BOLI Recordkeeping and Compliance Financial Services Financial Advisory Services
Details about The Pangburn Group
Frequently Asked Questions about Dana Holmes
Dana Holmes currently works for The Pangburn Group.
Dana Holmes's role at The Pangburn Group is Client Relationship Coordinator.
Dana Holmes's email address is ***@pangburngroup.com. To view Dana Holmes's full email address, please signup to ConnectPlex.
Dana Holmes works in the Financial Services industry.
Dana Holmes's colleagues at The Pangburn Group are Carrie Raleigh, Kenneth Pangburn, Brian Pangburn, Brian Pangburn, Ashley Gonzales, Kaci Roy, Elizabeth Dickinson and others.
Dana Holmes's phone number is 800 634-3287
See more information about Dana Holmes