Dan Besse Email & Phone Number
Chair, Long-Term Planning Committee @ Lake Kiowa Property Owners Association
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Dan Besse Location
- Texas, United States
Dan Besse Work
- 2025 -now Lake Kiowa Board of Directors - Treasurer @
- 2025 -now Lake Kiowa Board of Directors - Treasurer @
- 2025 -now Chair, Long-Term Planning Committee @
- 2023 -2025 Chair, Lake Kiowa POA Ways and Means (Finance) Committee @
- 2021 -now Experienced Financial Services Executive - Coach and Consultant @ Proven Leader and Coach
- 2021 -now Experienced Financial Services Executive - Coach and Consultant @ Self-employed
- 2021 -2023 Lake Kiowa Investment Committee @
- 2015 -2021 Senior Vice President, Workplace Investments @
- 1986 -2021 Senior Vice President, Workplace Investments (Retired) @
- 2023 -2025 Chair, Lake Kiowa POA Ways and Means Committee @ Lake Kiowa POA
- 2008 -2015 VP, Client Acquisition @
- 2004 -2008 VP, IRA and Rollover Marketing @
- 2002 -2004 Vice President, Fidelity Advisor 401(k) @
- 1998 -2002 Director of Implementation @
- 1993 -1998 Director, Personal Investments Telephone Operations @
- 1987 -1993 Communications @
- 1986 -1987 Sales @
Dan Besse Education
- Stave & Thief Society
Advanced Bourbon Class (Distilled Spirits)
2026-2026 - Court of Master Sommeliers - Americas
Introductory Sommelier Course
2023 - TCU Neeley School of Business
Executive Education: Executive Storytelling
2023-2023 - Stave & Thief Society
Executive Bourbon Steward
2022 - Texas Christian University
NA (Business Administration and Management, General)
2001-2001 - Connecticut College
BA (Zoology)
1982-1986 - Phillips Academy
High School
1979-1982 - The Texas Wine School
Specialist of Texas Wine
2024
Dan Besse Skills
- Business Analysis
- Marketing Communications
- Recruiting
- Series 63
- Pensions
- Defined Contribution
- Retirement Planning
- IRAs
- Investments
- Relationship Management
- Series 6
- 401k
- Financial Services
- Wealth Management
- Operations
- Mutual Funds
- Marketing
- Product Management
- 401 K Rollovers
- Defined Benefit
- Small Business
- 401k Rollovers
- ERISA
- Retirement
- Series 7
- Securities
Dan Besse Summary
- Dan Besse, based in Texas, United States, is currently a Chair, Long-Term Planning Committee at Lake Kiowa Property Owners Association. Dan Besse brings experience from previous roles at Lake Kiowa Property Owners Association and Proven Leader and Coach. Dan Besse holds a 2026 - 2026 Advanced Bourbon Class in Distilled Spirits @ Stave & Thief Society. With a robust skill set that includes Business Analysis, Marketing Communications, Recruiting, Series 63, Pensions and more. Dan Besse has 1 emails and 2 mobile phone numbers on RocketReach.
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