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Dan Guy Location
Philadelphia, PA, US
Dan Guy Work
Co-Founder and Managing Partner @ (May 2022 - Present)
Director @ Almanack Investment Partners, LLC (April 2015 - May 2022)
Investment Analyst @ (May 2014 - April 2015)
Portfolio Accountant @ (July 2013 - May 2014)
Portfolio Manager and Investment Analyst @ 5190 Financial LLC (July 2012 - May 2014)
Intern @ (June 2011 - January 2012)
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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