Dan Keel Email & Phone Number
Managing Principal
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Dan Keel Location
- Memphis, TN, US
Dan Keel Work
- Managing Principal @ Cardinal Wealth Advisory, LLC (October 2005 - Present)
- Managing Director @ Morgan Keegan & Co., Inc. (April 1988 - April 2005)
- Career Agent @ Executive Financial Services, Inc. (June 1984 - April 1988)
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
2016
Dan Keel Skills
- Alternative Investments
- Asset Allocation
- Equities
- Estate Planning
- Finance
- Financial Advisory
- Financial Services
- Hedge Funds
- High Net Worth Individuals
- Investments
- Mutual Funds
- Portfolio Management
- Private Equity
- Retirement Planning
- Risk Management
- Securities
- Succession Planning
- Wealth Management
- Wealth Management Services
- Zephyr Style Advisor
- Sales
- Advisory
- Strategic Planning
- Career Counseling
- Training
- Software Development
- 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, Asset Allocation, Equities, Estate Planning, Finance and more. Dan Keel has 1 emails and 4 mobile phone numbers on RocketReach.
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