Dan McInnes Email & Phone Number
Vice President, Tax Advantaged Investments @ State Street
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Dan McInnes Location
- Philadelphia, PA, US
Dan McInnes Work
- 2025 -now Vice President, Tax Advantaged Investments @
- 2018 -2025 Assistant Vice President, Tax Advantaged Investments @
- 2015 -2018 Financial Analyst, Tax Advantaged Investments @
- 2013 -2015 Business Development Consultant @
- 2007 -2013 Senior Account Manager @
Dan McInnes Education
- Boston College
Bachelor of Arts (BA) (History)
Dan McInnes Skills
- Equities
- Microsoft Office
- Teamwork
- Investments
- Marketing
- Client Services
- Asset Management
- Banking
- Finance
- Fund Accounting
- Financial Services
- Securities
- Mutual Funds
Dan McInnes Summary
- Dan McInnes, based in Philadelphia, PA, US, is currently a Vice President, Tax Advantaged Investments at State Street. Dan McInnes brings experience from previous roles at State Street and State Street Global Advisors. Dan McInnes holds a Bachelor of Arts (BA) in History @ Boston College. With a robust skill set that includes Equities, Microsoft Office, Teamwork, Investments, Marketing and more. Dan McInnes has 1 emails and 1 mobile phone numbers on RocketReach.
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