Dan Minnis's Location
Paramus, NJ, US
Dan Minnis's Work
- Wealth Manager @ LPL Financial
- Vice President - Financial Consultant @ Charles Schwab
- Regional Vice President @ New York Life Investments
- Senior Associate Internal Sales Consultant @ New York Life Investments
- Inbound Sales Specialist @ New York Life Investments
- Financial Solutions Advisor @ Merrill Lynch
- Residential Fellow @ Bucknell University
Dan Minnis's 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's Skills
- Investments
- Spanish
- Financial Analysis
- Microsoft Excel
- PowerPoint
- Microsoft Office
- Series 7
- Series 66
- Bloomberg Terminal
- Salesforce.com
Dan Minnis's Summary
Dan Minnis, based in Paramus, NJ, US, is currently a Wealth Manager at LPL Financial, bringing 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 contributes valuable insights to the industry. Dan Minnis has 4 emails and 1 mobile phone number on RocketReach.
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