2023 -now First Vice President - Investment Consultant, Financial Advisor @
2020 -2023 Vice President - Director of Business Strategy @
2018 -2020 Assistant Vice President - Director of Business Strategy @
2008 -2018 Assistant Vice President - Portfolio Management Associate @
Dan Rudge Education
Eckerd College
Bachelor's Degree (Economics & Finance)
2003-2007
Saint John's High School 1999-2003
Dan Rudge Skills
Equity Derivatives
Equity Trading
Equities
Fixed Income
FX Options
FX trading
Asset Allocation
Retirement Planning
Series 7
Series 63
Dan Rudge Summary
Dan Rudge, based in Boston, MA, US, is currently a First Vice President - Investment Consultant, Financial Advisor at Morgan Stanley Private Wealth Management. Dan Rudge brings experience from previous roles at Morgan Stanley. Dan Rudge holds a 2003 - 2007 Bachelor's Degree in Economics & Finance @ Eckerd College. With a robust skill set that includes Equity Derivatives, Equity Trading, Equities, Fixed Income, FX Options and more. Dan Rudge has 2 emails on RocketReach.
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.