Dan Funk Email
ETF Enablement Specialist @ T. Rowe Price
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Dan Funk Location
- Castle Rock, CO, US
Dan Funk Work
- ETF Enablement Specialist @ (January 2022 - Present)
- Integrated Sales - Regional Manager @ (October 2019 - January 2022)
- Senior Manager - Intermediary Sales Consultants - Broker and Dealer @ (October 2016 - October 2019)
- Lead Financial Planner @ (January 2012 - October 2016)
- Advisory Services Supervisor @ (January 2008 - January 2012)
- Investment Specialist Supervisor @ (January 2007 - January 2008)
- Investment Specialist @ (September 2005 - January 2007)
- Investment Representative @ (December 2004 - July 2005)
Dan Funk Education
- Colorado State University
Bachelor of Science (Finance)
2001-2004 - High School
Bachelor of Science (B.S.)
1998-2001
Dan Funk Skills
- Investments
- Series 7
- Asset Allocation
- Retirement Planning
- Retirement
- Strategic Financial Planning
- Series 63
- Mutual Funds
- Uniform Combined State Law
- FINRA
- Financial Services
- Investment Strategies
- 401k
- Leadership
- Finance
- Bonds
- IRAs
- Fixed Income
- Investment Management
- Financial Advisory
- Securities
- Portfolio Management
- Financial Modeling
- Alternative Investments
- Training
- Risk Management
- Asset Management
- Wealth Management
- Investment Advisory
- Equities
- Certified Financial Planner
- Sales Management
- Sales Process
- Sales Coaching
Dan Funk Summary
- Dan Funk, based in Castle Rock, CO, US, is currently a ETF Enablement Specialist at T. Rowe Price. Dan Funk brings experience from previous roles at T. Rowe Price and T. Rowe Price - U.S. Intermediaries. Dan Funk holds a 2001 - 2004 Bachelor of Science in Finance @ Colorado State University. With a robust skill set that includes Investments, Series 7, Asset Allocation, Retirement Planning, Retirement and more. Dan Funk has 4 emails on RocketReach.
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