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Dan Petty Location
Philadelphia, PA, US
Dan Petty Work
Financial Advisor @ (September 2018 - Present)
Client Relationship Consultant @ (July 2017 - June 2018)
Head Of Relationship Management @ (September 2016 - June 2017)
Sr. Internal Consultant @ (April 2015 - September 2016)
Retirement and Product Specialist @ (November 2013 - April 2015)
Admissions Recruiter @ (January 2013 - October 2013)
Dan Petty Education
Calvary Chapel Bible College
Theology
2012-2013
Fullerton College
Drama and Dramatics/Theatre Arts ( General)
2007-2009
Dan Petty Skills
Investments
Securities
Asset Management
Series 7
Alternative Investments
Fixed Income
Mutual Funds
Public Speaking
Portfolio Management
Dan Petty Summary
Dan Petty, based in Philadelphia, PA, US, is currently a Financial Advisor at Edward Jones. Dan Petty brings experience from previous roles at Raymond James, J.W. Cole Financial, Inc. and Janus Henderson Investors U.S.. Dan Petty holds a 2012 - 2013 Theology @ Calvary Chapel Bible College. With a robust skill set that includes Investments, Securities, Asset Management, Series 7, Alternative Investments and more. Dan Petty has 3 emails and 2 mobile phone numbers on RocketReach.
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