Dan Minnis Email & Phone Number
Wealth Manager - Integra Wealth Management @ LPL Financial
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Dan Minnis Location
- Paramus, NJ, US
Dan Minnis Work
- Wealth Manager - Integra Wealth Management @ (July 2021 - Present)
- Vice President - Financial Consultant @ (July 2018 - July 2021)
- Regional Vice President @ (July 2016 - June 2018)
- Senior Associate Internal Sales Consultant @ (January 2014 - August 2016)
- Inbound Sales Specialist @ (June 2013 - December 2013)
- Financial Solutions Advisor @ (January 2012 - June 2013)
- Residential Fellow @ (July 2008 - May 2009)
Dan Minnis Education
- Bucknell University
Bachelors of Science (Business Administration and Management, General)
2007-2011 - Universidad de Granada
Bachelor of Arts (B.A.) (Spanish)
2010-2010
Dan Minnis Skills
- Investments
- Spanish
- Financial Analysis
- Microsoft Excel
- PowerPoint
- Microsoft Office
- Series 7
- Series 66
- Bloomberg Terminal
- Salesforce.com
- Customer Service
- Customer Relations
- Internet Research
- Teamwork
- English
- Word
- Outlook
- Research
- Problem Solving
- Data Analysis
- Morningstar
- Trading
- Microsoft Word
- Financial Services
- Mutual Funds
- Leadership
- Information Systems
- Tactics
- Art
- Accounting
- Windows
- Calculus
- Delegation
- Ice Hockey
- Operating Systems
- Cpr Certified
- Immersion
- Environmental Studies
- Languages
- Government
- Communication
- Schedules
- Camping
- Athletic Training
- Boy Scouts
- First Responder
- Mac
- Programming
- Road
- Degrees
- Operations Management
- Marketing
- Literature
- Training
- Spain
- First Aid
- AED
- Patrol
- Online Research
- Culture
- Management
- Business Strategy
- Ocean
- Recruiting
- Coordinated
- Competition
- Macroeconomics
Dan Minnis Summary
- Dan Minnis, based in Paramus, NJ, US, is currently a Wealth Manager - Integra Wealth Management at LPL Financial. Dan Minnis brings experience from previous roles at Charles Schwab and New York Life & MainStay Investments. Dan Minnis holds a 2007 - 2011 Bachelors of Science in Business Administration and Management, General @ Bucknell University. With a robust skill set that includes Investments, Spanish, Financial Analysis, Microsoft Excel, PowerPoint and more. Dan Minnis has 1 emails and 1 mobile phone numbers on RocketReach.
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