Dan Beckman Email & Phone Number
Board Member and Independent Director and Trustee @ Principal Global Investors
Dan Beckman Location
Boston, MA, US
Dan Beckman Work
- 2026 - now Board Member and Independent Director and Trustee @ Principal Global Investors
- 2024 - 2025 President and Board Chair @ AMERIPRISE TRUST COMPANY
- 2023 - 2025 Board Member @ ICI Southwest
- 2021 - 2025 Interested Trustee, Columbia Funds @ Columbia Threadneedle Investments
- 2021 - 2025 President, Columbia Funds @ Columbia Threadneedle Investments
- 2015 - 2023 Head of North America Product @ Columbia Threadneedle Investments
- 2006 - 2015 Senior Vice President, Investment Product Management @ Fidelity Investments
- 1999 - 2006 Vice President, Corporate Finance @ Fidelity Investments
- 1996 - 1999 Senior Practice Manager, Fidelity Consulting @ Fidelity Investments
- 1993 - 1996 Chief Operating Officer and CFO @ Banc One New Hampshire Asset Management
Dan Beckman Education
- Harvard Business School Executive Education2025 - 2025
- Securities Industry Institute Program at Wharton2012 - 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
Dan Beckman Summary
Dan Beckman, based in Boston, MA, US, is currently a Board Member and Independent Director and Trustee at Principal Asset Management. Dan Beckman brings experience from previous roles at AMERIPRISE TRUST COMPANY, ICI Southwest and Columbia Threadneedle Investments, US. Dan Beckman holds a 2025 - 2025 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 2 mobile phone numbers on RocketReach.
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