Dan McGovern Location
- Austin, TX, US
Dan McGovern Work
- 2018 - now Director of Managed Assets @ Erben Associates
- 1998 - 2018 Regional Director @ Brinker Capital
- 1997 - 1998 Registered Representative @
Dan McGovern Education
- Ursinus College
BA (Economics)
Dan McGovern Skills
- Series 65
- ETFs
- Asset Allocation
- Investment Advisory
- Investment Strategies
- Series 7
- Alternative Investments
- Series 63
- Mutual Funds
- Asset Managment
- Wealth Management
- Series 6
- Defined Benefit
- Investments
- Private Equity
- Financial Analysis
- Risk Management
- New Business Development
- Uniform Combined State Law
- Securities
- Series 24
- Retirement Planning
- 401k
- Hedge Funds
- Separately Managed Accounts
- FINRA
- Equities
- Financial Services
- Portfolio Management
- Investment Management
- Retirement
- Financial Planning
- Asset Management
- Financial Advisory
- Business Development
- Fixed Income
- Customer Service
- BLS
- Healthcare
- Management
- Team Building
- Strategy
Dan McGovern Summary
- Dan McGovern, based in Austin, TX, US, is currently a Director of Managed Assets at Erben Associates. Dan McGovern brings experience from previous roles at Brinker Capital and Vanguard. Dan McGovern holds a BA in Economics @ Ursinus College. With a robust skill set that includes Series 65, ETFs, Asset Allocation, Investment Advisory, Investment Strategies and more. Dan McGovern has 1 emails and 1 mobile phone numbers on RocketReach.
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