2026 -
now Director of Multifamily Office Solutions @
2022 -
2026 Chief Investment Officer @
2004 -
2022 Director @
Dan O'Rourke Education
The American College of Financial Services
CFP® (Financial Planning)
2005
-
2007
Temple University
Bachelor of Arts - BA (Political Science)
2001
-
2004
Dan O'Rourke Skills
Portfolio Management
Microsoft Word
ETFs
Investments
Social Media
Asset Management
Marketing
Sales Management
Research
Public Speaking
Finance
Asset Allocation
Financial Services
Retirement Planning
Wealth Management
Mutual Funds
Dan O'Rourke Summary
Dan O'Rourke, based in United States, is currently a Director of Multifamily Office Solutions at Strathmore Capital Advisors. Dan O'Rourke brings experience from previous roles at Wellspring Wealth, LLC. and Vanguard. Dan O'Rourke holds a 2005 - 2007 CFP® in Financial Planning @ The American College of Financial Services. With a robust skill set that includes Portfolio Management, Microsoft Word, ETFs, Investments, Social Media and more. Dan O'Rourke has 2 emails and 2 mobile phone numbers on RocketReach.
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