Dan Routh Email & Phone Number
Partner @ Old Peak Finance
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Dan Routh Location
- Chapel Hill, NC, US
Dan Routh Work
- 2024 - now Partner @
- 2023 - now Senior Financial Advisor @
- 2019 - 2023 Financial Advisor @
- 2016 - 2019 Wealth Advisor @
- 2015 - 2016 Advisor @ Registered Investment Advisor Firm
- 2014 - 2015 Client Service Associate @ Financial Services Advisory
- 2012 - 2014 Financial Services Intern @ Financial Services
- 2011 - 2012 Finance Intern @ College - Private Foundation
Dan Routh Education
- Virginia Tech
B.S. Business (Major: Finance Minor: Applied Economics)
2010 - 2014
Dan Routh Skills
- Leadership
- Cash Flow Analysis
- PowerPoint
- Social Media
- Axys
- Public Speaking
- Salesforce.com
- Retirement Planning
- Sales
- Financial Planning
- Event Planning
- Networking
- Investments
- Business Development
- Team Leadership
- Process Improvement
- Finance
- 401k Retirement Savings Plans
- Retirement Plan Consulting
- Strategy
- Wealth Management
- Life Insurance
- Outlook
- Visual Basic
- Microsoft Office
- Microsoft Word
- CRM software
- Microsoft Excel
- Time Management
- Customer Service
- Financial Analysis
- Budgets
- Teamwork
- Retirement Solutions
- Junxure
- Presentations
- Analysis
- Irebal
- Access
- Emoney
- 401 Retirement Savings Plans
- Sourcing
- Multi Generational Wealth Transfer
Dan Routh Summary
- Dan Routh, based in Chapel Hill, NC, US, is currently a Partner at Old Peak Finance. Dan Routh brings experience from previous roles at Old Peak Finance, Exencial Wealth Advisors and Registered Investment Advisor Firm. Dan Routh holds a 2010 - 2014 B.S. Business in Major: Finance Minor: Applied Economics @ Virginia Tech. With a robust skill set that includes Leadership, Cash Flow Analysis, PowerPoint, Social Media, Axys and more. Dan Routh has 2 emails and 1 mobile phone numbers on RocketReach.
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Others Named Dan Routh
Daniel Routh
District Manager
Saint Paul, MN, US
Top Old Peak Finance Employees
Dan Routh
Partner
Chapel Hill, NC, US
Erin Vickery
Financial Advisor at Old Peak Finance
Raleigh, NC, US
Donna Reaves
Director of Operations
United States
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