Dan Guy Email & Phone Number
Co-Founder and Managing Partner @ Ethos Financial Group, LLC
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Dan Guy Location
- Philadelphia, PA, US
Dan Guy Work
- 2022 -now Co-Founder and Managing Partner @
- 2015 -2022 Director @ Almanack Investment Partners, LLC
- 2014 -2015 Investment Analyst @
- 2013 -2014 Portfolio Accountant @
- 2012 -2014 Portfolio Manager and Investment Analyst @ 5190 Financial LLC
- 2011 -2012 Intern @
Dan Guy Education
- Alfred Lerner College of Business & Economics at University of Delaware
Bachelor of Science (B.S.) (Finance)
2008-2012
Dan Guy Skills
- Excellent oral/written communication skills
- High Organizational Skills
- Proficient with Microsoft Office
- Microsoft Excel
- Microsoft Word
- Microsoft Access
- Microsoft Powerpoint
- Familiar with Oracle/Seibel
- Strongly self-motivated
- Task-oriented
- PowerPoint
- Economics
- Investments
- Mutual Funds
- Analysis
- Financial Analysis
Dan Guy Summary
- Dan Guy, based in Philadelphia, PA, US, is currently a Co-Founder and Managing Partner at Ethos Financial Group, LLC. Dan Guy brings experience from previous roles at Almanack Investment Partners, LLC, Forefront Analytics, LLC/GK Family Office, LLC, SEI and 5190 Financial LLC. Dan Guy holds a 2008 - 2012 Bachelor of Science (B.S.) in Finance @ Alfred Lerner College of Business & Economics at University of Delaware. With a robust skill set that includes Excellent oral/written communication skills, High Organizational Skills, Proficient with Microsoft Office, Microsoft Excel, Microsoft Word and more. Dan Guy has 2 emails and 1 mobile phone numbers on RocketReach.
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