Dan Latimer Email & Phone Number
Senior Vice President - Wealth Management @ UBS Group AG
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Dan Latimer Location
- Indianapolis, IN, US
Dan Latimer Work
- 2004 -now Senior Vice President - Wealth Management @
- 1996 -2004 Senior Manager, Worksite Administration @
Dan Latimer Education
- Marian University
Bachelors (Business Administration)
2004-2006 - Wake Forest University 1992-1996
- Fox Lane HS 1988-1992
Dan Latimer Skills
- Strategic Planning
- Investments
- Microsoft Excel
- Customer Service
- Microsoft Word
- Management
- Portfolio Management
- IFRS
- Microsoft Office
- Business Process Improvement
- Strategy
Dan Latimer Summary
- Dan Latimer, based in Indianapolis, IN, US, is currently a Senior Vice President - Wealth Management at UBS. Dan Latimer brings experience from previous roles at Conseco Companies. Dan Latimer holds a 2004 - 2006 Bachelors in Business Administration @ Marian University. With a robust skill set that includes Strategic Planning, Investments, Microsoft Excel, Customer Service, Microsoft Word and more. Dan Latimer has 2 emails and 2 mobile phone numbers on RocketReach.
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