Dan Chambers Email & Phone Number
Managing Director, Private Wealth Advisor Consultant - US Advisory Services @ Nuveen, a TIAA company
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Dan Chambers Location
- Newport Beach, CA, US
Dan Chambers Work
- Managing Director, Private Wealth Advisor Consultant - US Advisory Services @ (August 2015 - Present)
- Senior Vice President - Regional Director @ F-Squared Investments (March 2014 - March 2015)
- Senior Vice President - Productivity Consultant @ (July 2008 - March 2014)
- Senior Vice President @ (October 2006 - July 2008)
- Sales First Vice President @ (May 2003 - October 2006)
- Senior Regional Vice President @ INVESCO (March 2002 - May 2003)
- Regional Vice President @ (September 1999 - March 2002)
- Regional Vice President @ Van Kampen Investments (March 1997 - September 1999)
- National Account Manager @ (May 1990 - March 1997)
Dan Chambers Education
- The Wharton School
CIMA (Certified Investment Management Analyst)
- Western Illinois University
Bachelor of Science (BS) (Finance, General)
Dan Chambers Skills
- Consultative Approach
- Business Relationship Building
- Mutual Funds
- Alternative Investments
- Wealth Management
- Separately Managed Accounts
- ETFs
- Coaching
- Practice Management
- Series 7
- Investments
- Asset Allocation
- Series 63
- Asset Management
- Securities
- Financial Advisory
Dan Chambers Summary
- Dan Chambers, based in Newport Beach, CA, US, is currently a Managing Director, Private Wealth Advisor Consultant - US Advisory Services at Nuveen. Dan Chambers brings experience from previous roles at F-Squared Investments, Wells Fargo Advisors, LLC, Virtus Investment Partners and John Hancock Funds. Dan Chambers holds a CIMA in Certified Investment Management Analyst @ The Wharton School. With a robust skill set that includes Consultative Approach, Business Relationship Building, Mutual Funds, Alternative Investments, Wealth Management and more. Dan Chambers has 2 emails and 2 mobile phone numbers on RocketReach.
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