2006 -2011 Manager of Stock Plans Participant Services @
Dan Coyle Education
University of Richmond - Robins School of Business
BSBA (Finance, Accounting)
2001-2005
Dan Coyle Skills
Series 63
Equities
Series 24
Financial Services
Series 7
Series 66
Securities
FINRA
Mutual Funds
Portfolio Management
Investments
Wealth Management
Financial Analysis
Corporate Services
Risk Management
Uniform Combined State Law
Alternative Investments
Management
Options
Asset Allocation
Fixed Income
Finance
Leadership
Customer Relationship Management (CRM)
Outsourcing
Customer Service
Strategy
Business Process Improvement
Strategic Planning
Payroll
Equity Compensation
Project Management
Microsoft Office
Team Building
Creative Ideation
Diversity & Inclusion
Dan Coyle Summary
Dan Coyle, based in Nashville, TN, US, is currently a Vice President of Stock Plans at Muriel Siebert and Co., LLC at Siebert Financial. Dan Coyle brings experience from previous roles at Stock & Option Solutions, ADP, Asurion and Etrade Financial. Dan Coyle holds a 2001 - 2005 BSBA in Finance, Accounting @ University of Richmond - Robins School of Business. With a robust skill set that includes Series 63, Equities, Series 24, Financial Services, Series 7 and more. Dan Coyle has 3 emails and 4 mobile phone numbers on RocketReach.
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