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Dan Petty Location
Philadelphia, PA, US
Dan Petty Work
2018 -now Financial Advisor @
2017 -2018 Client Relationship Consultant @
2016 -2017 Head Of Relationship Management @
2015 -2016 Sr. Internal Consultant @
2013 -2015 Retirement and Product Specialist @
2013 -2013 Admissions Recruiter @
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 4 emails and 2 mobile phone numbers on RocketReach.
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