Dan Coates Email & Phone Number

Senior Vice President @ InspereX

5 free lookup(s).

Dan Coates Location

Granbury, TX, US

Dan Coates Work

2016 - now Senior Vice President @ InspereX
2016 - 2016 Regional Sales @ Crossroads Capital Distributors Representing Voya Financial
2013 - 2015 Regional Vice President @ Realty Capital Securities
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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

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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

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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.

Dan Coates Emails

Found 3 emails

Dan Coates Phone Numbers

Found 4 phone numbers

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Top InspereX Employees

Laura Elliott

President at InspereX

Chicago, IL, US
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- +1 219-926-XXXX
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John Albomonte

Managing Director Head of Municipal Trading at InspereX

Chicago, IL, US
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Brandon Laczkowski

Managing Director, Head of WM Institutional RIA Sales at InspereX

New York, NY, US
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- +1 248-752-XXXX
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T. Paetow

Managing Director at InspereX

New York, NY, US
2
- insperex.com
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Jodi Waber

Managing Director - Capital Markets, Head of Syndicate and Sustainable Finance at InspereX

Delray Beach, FL, US
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