Dan Flannery Email & Phone Number
President and Wealth Manager @ Balanced Rock Investment Advisors
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Dan Flannery Location
- Medfield, MA, US
Dan Flannery Work
- 2011 - now President and Wealth Manager @
- 2007 - 2012 Asset Manager @ Cargill Investment Group
- 2006 - 2007 Financial Analyst and Fund Accountant @ Cargill Investment Group
- 2004 - 2006 Office Administrator @ Cargill Investment Group
Dan Flannery Education
- University of Pittsburgh
Bachelor of Arts (B.A.) (Political Science)
1998 - 2004 - Noble & Greenough
High School
1998
Dan Flannery Skills
- Real Estate
- Portfolio Management
- Financial Analysis
- Financial Modeling
- Investments
- Property Management
- Commercial Real Estate
- Real Estate Economics
- Asset Management
- Disposition
- Contract Negotiation
- Due Diligence
- Leases
- Mutual Funds
- Real Estate Transactions
- Finance
- Investment Properties
- Valuation
- Private Equity
- Affordable Housing
- Financial Services
- Wealth Management
- Financial Planning
- Equities
- Wealth
- Retirement
- Marketing
- Business Analysis
- Microsoft Excel
- Training
- Strategy
Dan Flannery Summary
- Dan Flannery, based in Medfield, MA, US, is currently a President and Wealth Manager at Balanced Rock Investment Advisors. Dan Flannery brings experience from previous roles at Cargill Investment Group. Dan Flannery holds a 1998 - 2004 Bachelor of Arts (B.A.) in Political Science @ University of Pittsburgh. With a robust skill set that includes Real Estate, Portfolio Management, Financial Analysis, Financial Modeling, Investments and more. Dan Flannery has 2 emails and 1 mobile phone numbers on RocketReach.
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