Dan Beckman Email & Phone Number
Board Member and Independent Director and Trustee @ Principal Global Investors
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Dan Beckman Location
- Boston, MA, US
Dan Beckman Work
- 2026 -now Board Member and Independent Director and Trustee @
- 2024 -2025 President and Board Chair @
- 2023 -2025 Board Member @ ICI Southwest
- 2021 -2025 Interested Trustee, Columbia Funds @
- 2021 -2025 President, Columbia Funds @
- 2015 -2023 Head of North America Product @
- 2006 -2015 Senior Vice President, Investment Product Management @
- 1999 -2006 Vice President, Corporate Finance @
- 1996 -1999 Senior Practice Manager, Fidelity Consulting @
- 1993 -1996 Chief Operating Officer and CFO @ Banc One New Hampshire Asset Management
- 1990 -1993 Managing Associate, National Financial Services Practice @
- 1987 -1990 Vice President, Credit Policy and Administration @ Eliot Bank
- 1984 -1986 Operations Analyst @ United States Trust Company
Dan Beckman Education
- Harvard Business School Executive Education 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 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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