Dan Coates Email & Phone Number
Senior Vice President @ InspereX
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Dan Coates Location
- Granbury, TX, US
Dan Coates Work
- Senior Vice President @ (August 2016 - Present)
- Regional Sales @ Crossroads Capital Distributors Representing Voya Financial (January 2016 - August 2016)
- Regional Vice President @ (March 2013 - December 2015)
- President @ Coates Blackman Financial Services (July 2005 - February 2013)
- Managing Partner and Owner @ Capstone Tax Advisory Group (May 2003 - July 2005)
- Regional Vice President and Senior Vice President @ Wood Logan Associates / Manulife (August 1995 - May 2003)
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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