Dan Funk Email
ETF Enablement Specialist @ T. Rowe Price
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Dan Funk Location
- Castle Rock, CO, US
Dan Funk Work
- 2022 -now ETF Enablement Specialist @
- 2019 -2022 Integrated Sales - Regional Manager @
- 2016 -2019 Senior Manager - Intermediary Sales Consultants - Broker and Dealer @
- 2012 -2016 Lead Financial Planner @
- 2008 -2012 Advisory Services Supervisor @
- 2007 -2008 Investment Specialist Supervisor @
- 2005 -2007 Investment Specialist @
- 2004 -2005 Investment Representative @
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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