Dan O'Rourke Email & Phone Number
Financial Advisor and Director of Multifamily Office Solutions @ Strathmore Capital Advisors
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Dan O'Rourke Location
- United States
Dan O'Rourke Work
- Financial Advisor and Director of Multifamily Office Solutions @ (February 2026 - Present)
- Chief Investment Officer @ (February 2022 - February 2026)
- Director @ (June 2004 - February 2022)
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
- Asset Allocation
- Asset Management
- Building, Mentoring, & Leading Teams
- Business Relationship Management
- C-Level Relationship Building
- Client-focused
- Consultative Sales Approach
- Cross-functional Team Leadership
- Customer Acquisition & Retention
- Customer Engagement
- Customer Loyalty
- Customer-focused Service
- Data-Driven Decision Making
- Driving Results
- End to End Sales
- End to End Solutions
- Equities
- Etfs
- Exceeding Customer Expectations
- Exceeding Targets
- Finance
- Financial Advisory
- Financial Modeling
- Financial Planners
- Financial Planning
- Financial Risk
- Financial Services
- Identifying New Revenue Streams
- Investments
- Leading Discussions
- Leading transformational change
- Management
- Multi-Party Contract Negotiations
- Mutual Funds
- Pensions
- Portfolio Management
- Public Speaking & Sales Presentations
- Rapid Revenue Growth
- Region & Territory Development
- Retirement Planning
- Revenue & Profit Growth
- Risk Management
- Sales
- Sales & Marketing Leadership
- Selling
- Solution Selling
- Strategic Alliances & Partnerships
- Top Performer
- Trading
- Wealth Management
- Microsoft Word
- Social Media
- Marketing
- Sales Management
- Research
- Public Speaking
Dan O'Rourke Summary
- Dan O'Rourke, based in United States, is currently a Financial Advisor and 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 Asset Allocation, Asset Management, Building, Mentoring, & Leading Teams , Business Relationship Management, C-Level Relationship Building and more. Dan O'Rourke has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Strathmore Capital Advisors Employees
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Denver, NC, US
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Zachary Huneycutt
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Alishia Dubois
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John Kernodle
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William Kernodle
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Taylor Faw
Chief Compliance Officer
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Robin Mitler
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Kristie Ferrell
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Kirk Stewart
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Jennifer Luzzatto
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David Bardin
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