Dan Gerard Email & Phone Number
Investment Banking Vice President @ KBW
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Dan Gerard Location
- St. Louis, MO, US
Dan Gerard Work
- Investment Banking Vice President @ (July 2022 - Present)
- Co-Founder @ (October 2020 - Present)
- Investment Banking Associate @ (July 2017 - October 2020)
- Chief Investment Officer @ Student Managed Investment Fund (January 2017 - May 2017)
- President @ Fordham Finance Society (May 2016 - May 2017)
- Analyst - Basic Materials @ Student Managed Investment Fund at Fordham University (September 2016 - December 2016)
- Investment Banking Summer Analyst @ (June 2016 - August 2016)
- Junior Credit Analyst; A and R Collections @ (July 2015 - September 2015)
- Private Equity Intermediary Intern @ PEX Global, Inc. (www.pexglobal.com) (March 2015 - August 2015)
Dan Gerard Education
- Fordham University
Bachelor's Degree (Applied Accounting and Finance)
2013-2017 - Saint Louis University High 2009-2013
Dan Gerard Skills
- Finance
- Financial Modeling
- Leadership
- Microsoft Excel
- Microsoft Office
- PowerPoint
- Public Speaking
- Python (Programming Language)
- Research
- Teamwork
- Time Management
- Valuation
Dan Gerard Summary
- Dan Gerard, based in St. Louis, MO, US, is currently a Investment Banking Vice President at KBW. Dan Gerard brings experience from previous roles at Loomis Technologies, Stifel Financial Corp., Student Managed Investment Fund and Fordham Finance Society. Dan Gerard holds a 2013 - 2017 Bachelor's Degree in Applied Accounting and Finance @ Fordham University. With a robust skill set that includes Finance, Financial Modeling, Leadership, Microsoft Excel, Microsoft Office and more. Dan Gerard has 2 emails and 2 mobile phone numbers on RocketReach.
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