If you need more lookups,
subscriptions start at $34 USD/month.
Dan Huth Location
Charlotte, NC, US
Dan Huth Work
Managing Director, Head of Investment Consulting Group, Truist Wealth @ (December 2023 - Present)
Senior Vice President - Head of Investment Products @ (October 2020 - December 2023)
Executive Director @ (July 2012 - October 2020)
Managing Director - Head of Investment Banking @ Tejas Securities Group, Inc. (June 2011 - March 2012)
Managing Director, Co-Founder @ (February 2008 - May 2011)
Director @ Promethean Asset Management (September 2006 - January 2008)
Director - Investment Banking @ (January 2005 - September 2006)
Corporate and Securities Associate - Lawyer @ (October 2001 - February 2004)
Senior Accountant @ (September 1995 - September 1997)
Dan Huth Education
Pace University, Lubin School of Business New
Master (Business Administration; Finance)
1998-2001
Elisabeth Haub School of Law at Pace University
Juris Doctor
1997-2001
Providence College
Bachelor of Science (Accounting)
1991-1995
Indian Hills High School 1987-1991
Dan Huth Skills
Due Diligence
Mergers
Financial Modeling
Corporate Finance
Equities
Investment Banking
Private Equity
Capital Markets
Financial Analysis
Securities
Investments
Strategic Financial Planning
Accounting
Asset Managment
Corporate Law
Mergers & Acquisitions
Mutual Funds
Finance
Portfolio Management
Hedge Funds
Strategy
Wealth Management
Asset Allocation
Business Strategy
Structured Finance
Fixed Income
Financial Services
Alternative Investments
Banking
Financial Advisory
Investment Management
Business Development
Financial Markets
P&L Management
Project Management
Sales Management
Analytics
Strategic Planning
Business Analytics
Management
Stakeholder Engagement
Leadership Development
Leadership
Public Speaking
Private Placements
IPO
Executive Leadership
Growth Strategies
Sales Campaigns
Multi-cultural Team Management
Dan Huth Summary
Dan Huth, based in Charlotte, NC, US, is currently a Managing Director, Head of Investment Consulting Group, Truist Wealth at Truist Wealth. Dan Huth brings experience from previous roles at Wilmington Trust, UBS, Tejas Securities Group, Inc. and Summerline Asset Management. Dan Huth holds a 1998 - 2001 Master in Business Administration; Finance @ Pace University, Lubin School of Business New. With a robust skill set that includes Due Diligence, Mergers, Financial Modeling, Corporate Finance, Equities and more. Dan Huth has 2 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Dan Huth?
Find contact details for 700 million professionals.