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Dan Hoey Location
Texas, United States
Dan Hoey Work
Fiduciary Advisor @ (October 2026 - Present)
Investment Counselor @ (February 2022 - August 2026)
Associate @ (January 2015 - October 2020)
Analyst @ (October 2011 - January 2015)
Analyst @ (October 2009 - October 2011)
Dan Hoey Education
Mays Business School - Texas A&M University
Bachelor of Science (B.S.) (General Business)
2006-2009
Dan Hoey Skills
Analysis
Bank Reconciliation
Business Analysis
Data Analysis
Debt & Equity Financing
Finance
Financial Analysis
Financial Risk
Inventory Management
Investment Banking
Loan Documents
Loan Portfolio Analysis
Loan Servicing
Loans
Portfolio Management
Risk Management
Team Leadership
Trading
Dan Hoey Summary
Dan Hoey, based in Texas, United States, is currently a Fiduciary Advisor at Trajan Wealth LLC. Dan Hoey brings experience from previous roles at Fisher Investments, Goldman Sachs and Nationstar Mortgage. Dan Hoey holds a 2006 - 2009 Bachelor of Science (B.S.) in General Business @ Mays Business School - Texas A&M University. With a robust skill set that includes Analysis, Bank Reconciliation, Business Analysis, Data Analysis, Debt & Equity Financing and more. Dan Hoey has 1 emails and 1 mobile phone numbers on RocketReach.
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