Dan Coates Location
- Granbury, TX, US
Dan Coates Work
- 2016 - now Senior Vice President @
- 2016 - 2016 Regional Sales @ Crossroads Capital Distributors Representing Voya Financial
- 2013 - 2015 Regional Vice President @
- 2005 - 2013 President @ Coates Blackman Financial Services
- 2003 - 2005 Managing Partner and Owner @ Capstone Tax Advisory Group
- 1995 - 2003 Regional Vice President and Senior Vice President @ Wood Logan Associates / Manulife
Dan Coates Education
- Tarleton State University
Bachelor of Science (B.S.) (Speech Communication)
1992 - 1995
Dan Coates Skills
- Alternative Investments
- Series 63
- Distribution
- Insurance
- Retail
- Retirement Planning
- Financial Planning
- Platform
- Investments
- Business Analysis
- Investment Wholesaling
- Finance
- Series 6
- Asset Allocation
- Alternative Investment Strategies
- Financial Services
- Wealth Management
- Regional Vice President
- Life Insurance
- Mutual Funds
- Investment Strategies
- Marketing
- New Business Development
- Senior Vice President
- Project Management
- Wholesaler
- Architecture
- Annuity Sales
- Series 7
- Wholesale
- Wealth Accumulation Strategies
Dan Coates Summary
- Dan Coates, based in Granbury, TX, US, is currently a Senior Vice President at InspereX. Dan Coates brings experience from previous roles at Crossroads Capital Distributors Representing Voya Financial, Realty Capital Securities, Coates Blackman Financial Services and Capstone Tax Advisory Group. Dan Coates holds a 1992 - 1995 Bachelor of Science (B.S.) in Speech Communication @ Tarleton State University. With a robust skill set that includes Alternative Investments, Series 63, Distribution, Insurance, Retail and more. Dan Coates has 3 emails and 1 mobile phone numbers on RocketReach.
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