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
- 2015 -now Managing Director, Private Wealth Advisor Consultant - US Advisory Services @
- 2014 -2015 Senior Vice President - Regional Director @ F-Squared Investments
- 2008 -2014 Senior Vice President - Productivity Consultant @
- 2006 -2008 Senior Vice President @
- 2003 -2006 Sales First Vice President @
- 2002 -2003 Senior Regional Vice President @ INVESCO
- 1999 -2002 Regional Vice President @
- 1997 -1999 Regional Vice President @ Van Kampen Investments
- 1990 -1997 National Account Manager @
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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