1987 -2011 Regional Investment Manager at The Private Client Reserve @
Dan Heckman Education
Missouri Western State University
Bachelor of Science in Business Administration (Marketing and Management)
Rockhurst University
Master of Business Administration (M.B.A.) (Finance)
Dan Heckman Skills
Wealth Management
Investment Management
Portfolio Management
Fixed Income Portfolio Management
Strategy
Asset Management
Asset Allocation
Investments
Municipal Bonds
Public Speaking
Credit
Mutual Funds
Investment Strategies
Fixed Income
Banking
Alternative Investments
Fixed Income Analysis
Spokesperson
Finance
Financial Analysis
Fixed Income Strategies
Municipal Portfolio Review & Analysis
Financial Market Commentary
Trust Services
Estate Planning
Oil & Gas
Master Limited Partnerships
Equities
Private Equity
Family Office
Municipal Portfolio Review and Analysis
Customer Service
Leadership
Oil and Gas
Marketing
Management
Dan Heckman Summary
Dan Heckman, based in Prairie Village, KS, US, is currently a National Investment Consultant, Senior Vice President at U.S. Bank. Dan Heckman brings experience from previous roles at U.S. Bank. Dan Heckman holds a Bachelor of Science in Business Administration in Marketing and Management @ Missouri Western State University. With a robust skill set that includes Wealth Management, Investment Management, Portfolio Management, Fixed Income Portfolio Management, Strategy and more. Dan Heckman has 5 emails and 1 mobile phone numbers on RocketReach.
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