Dan Gebhart Email & Phone Number
President - New England ( MA, NH, ME ) @ Wilmington Trust
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Dan Gebhart Location
- Boston, MA, US
Dan Gebhart Work
- President - New England ( MA, NH, ME ) @ (July 2023 - Present)
- Head of Portfolio Management - New England @ (July 2021 - May 2023)
- Senior Director of Portfolio Management @ (February 2010 - July 2021)
- Senior Wealth Manager @ (November 2005 - February 2010)
- Wealth Manager @ (October 2004 - November 2005)
- Associate Wealth Manager @ (November 2002 - October 2004)
- Senior Portfolio Analyst @ (September 2000 - November 2002)
- Portfolio Manager @ (September 1999 - September 2000)
- Financial Advisor @ (September 1997 - October 1999)
Dan Gebhart Education
- Denison University
Bachelor of Arts - BA (Economics)
Dan Gebhart Skills
- Financial Planning
- Investment Management
- Leadership
- Management
- Portfolio Managers
- Wealth Management
Dan Gebhart Summary
- Dan Gebhart, based in Boston, MA, US, is currently a President - New England ( MA, NH, ME ) at Wilmington Trust. Dan Gebhart brings experience from previous roles at BNY Mellon Wealth Management. Dan Gebhart holds a Bachelor of Arts - BA in Economics @ Denison University. With a robust skill set that includes Financial Planning, Investment Management, Leadership, Management, Portfolio Managers and more. Dan Gebhart has 2 emails and 2 mobile phone numbers on RocketReach.
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