Name: Dan McGrath
Job Title: Director of Institutional Marketing
Biography: Dan McGrath, Director of Institutional Marketing at Zenith Marketing Group, has over 20 years of broad financial and healthcare-research experience. He is considered a leading specialist on Medicare and Medicare-related expenses, including their impact on both the financial services industry and the Baby Boomer generation throughout retirement. Prior to his current role, Mr. McGrath served as Director of Healthcare Funding Strategies at HVS Financial, a software firm that has designed a unique set of tools that allows users to calculate what their expected health costs will be in retirement. Mr. McGrath also served as a Senior Vice President of Regional Sales for FundQuest and RIA, where he generated impressive sales quotients in the Southeast.
Mr. McGrath has authored numerous articles and publications on the topics of Medicare and healthcare in retirement. He recently co-wrote a module in "A View Across the Silos", the textbook used for the Retirement Management Analyst designation at Boston University, and was invited by Horsesmouth to serve as Medicare expert for an event entitled "Savvy Medicare Planning for Boomers."