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Dan Keel Location
Memphis, TN, US
Dan Keel Work
2005 -now Managing Principal @ Cardinal Wealth Advisory, LLC
1988 -2005 Managing Director @ Morgan Keegan & Co., Inc.
1984 -1988 Career Agent @ Executive Financial Services, Inc.
Dan Keel Education
Millsaps College
BBA (Business Administration)
1980-1984
Brookhaven Academy 1973-1980
Duke University Nicholas School of the Environment
(Timberland Economics and Investments)
Dan Keel Skills
Alternative Investments
Estate Planning
Financial Advisory
Retirement Planning
Sales
Wealth Management Services
Portfolio Management
Investments
Advisory
Finance
Asset Allocation
Strategic Planning
Financial Services
Wealth Management
Equities
Mutual Funds
High Net Worth Individuals
Career Counseling
Risk Management
Training
Zephyr Style Advisor
Succession Planning
Private Equity
Software Development
Securities
Hedge Funds
Teaching
Microsoft Excel
Dan Keel Summary
Dan Keel, based in Memphis, TN, US, is currently a Managing Principal at Cardinal Wealth Advisory, LLC. Dan Keel brings experience from previous roles at Morgan Keegan & Co., Inc. and Executive Financial Services, Inc.. Dan Keel holds a 1980 - 1984 BBA in Business Administration @ Millsaps College. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, Retirement Planning, Sales and more. Dan Keel has 1 emails and 4 mobile phone numbers on RocketReach.
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