Dan McElwee Email & Phone Number
Chief Operating Officer and Partner @ Ventura Wealth Management
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Dan McElwee Location
- Philadelphia, PA, US
Dan McElwee Work
- 2020 -now Chief Operating Officer and Partner @
- 2014 -2020 Executive Vice President and Wealth Manager @
- 2008 -2013 Wealth Manager @
- 2007 -2008 Client Service Associate @
Dan McElwee Education
- University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Business Administration (MBA) (Investment Management, Corporate Finance, Global Marketing)
2014-2016 - New York University
Financial Planning Certificate
2011-2012 - The College of New Jersey
BA
2003-2007
Dan McElwee Summary
- Dan McElwee, based in Philadelphia, PA, US, is currently a Chief Operating Officer and Partner at Ventura Wealth Management. Dan McElwee brings experience from previous roles at Ventura Wealth Management. Dan McElwee holds a 2014 - 2016 Master of Business Administration (MBA) in Investment Management, Corporate Finance, Global Marketing @ University of North Carolina at Chapel Hill - Kenan-Flagler Business School. Dan McElwee has 2 emails and 1 mobile phone numbers on RocketReach.
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