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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Top Ventura Wealth Management Employees
Jerry Fiess
Wealth Manager
Nashville, TN, US
Lucas Morreale
Wealth Manager
Philadelphia, PA, US
Dan McElwee
Chief Operating Officer and Partner
Philadelphia, PA, US
Roman Fscp
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Morgan Downs
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Susan Pasqualone
Office Manager
Mansfield, NJ, US
Nicholas V. Ventura
President and CEO
Morrisville, PA, US
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