Vice President, Corporate Finance @ (January 1999 - January 2006)
Senior Practice Manager, Fidelity Consulting @ (January 1996 - January 1999)
Chief Operating Officer and CFO @ Banc One New Hampshire Asset Management (January 1993 - January 1996)
Managing Associate, National Financial Services Practice @ (January 1990 - January 1993)
Vice President, Credit Policy and Administration @ Eliot Bank (January 1987 - January 1990)
Operations Analyst @ United States Trust Company (January 1984 - January 1986)
Dan Beckman Education
Harvard Business School Executive Education
Making Corporate Boards More Effective
2025-2025
Securities Industry Institute Program at Wharton 2012-2014
D'Amore-McKim School of Business at Northeastern University
MBA (Executive )
1990-1991
Hobart and William Smith Colleges
BA (Math & Political Science)
1980-1984
Dan Beckman Skills
Finance
Management Consulting
Series 63
Board of Directors
Mutual Funds
Series 7
Series 24
Asset Allocation
Retirement
Product Management
Product Development
Series 53
Dan Beckman Summary
Dan Beckman, based in Boston, MA, US, is currently a Board Member at YMCA of the North Shore. Dan Beckman brings experience from previous roles at Principal Asset Management, AMERIPRISE TRUST COMPANY, ICI Southwest and Columbia Threadneedle Investments, US. Dan Beckman holds a 2025 - 2025 Making Corporate Boards More Effective @ Harvard Business School Executive Education. With a robust skill set that includes Finance, Management Consulting, Series 63, Board of Directors, Mutual Funds and more. Dan Beckman has 1 emails and 3 mobile phone numbers on RocketReach.
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