Dan Ferguson Email & Phone Number
Operations Specialist @ Strategic Wealth Partners
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Dan Ferguson Location
- Kansas City, MO, US
Dan Ferguson Work
- 2025 -now Operations Specialist @
- 2020 -2025 Wealth Management Middle Office @
- 2016 -2020 Senior Client Relations Specialist @
- 2014 -2016 Retail Project Merchandiser PT @
- 2013 -2013 Relationship Manager @
- 2011 -2012 Broker Dealer Examiner @ Indiana Secretary of State
- 2010 -2011 Broker Dealer Relationship Manager @ Unified Financial Securities
- 2004 -2011 Relationship Manager @ Unified Fund Services
Dan Ferguson Education
- Indiana State University
BS (Communication Studies)
1994-1999
Dan Ferguson Skills
- Mutual Funds
- Securities
- Public Speaking
- Financial Services
- Investments
- Relationship Management
- Series 7
- Series 63
- Customer Service
- Risk Management
- Asset Management
- Asset Allocation
- Portfolio Management
Dan Ferguson Summary
- Dan Ferguson, based in Kansas City, MO, US, is currently a Operations Specialist at Strategic Wealth Partners. Dan Ferguson brings experience from previous roles at Commerce Bank, DST Systems, Advantage Solutions: Sales, Marketing, Technology and TD Ameritrade Institutional. Dan Ferguson holds a 1994 - 1999 BS in Communication Studies @ Indiana State University. With a robust skill set that includes Mutual Funds, Securities, Public Speaking, Financial Services, Investments and more. Dan Ferguson has 1 emails and 1 mobile phone numbers on RocketReach.
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