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Dan Scholl Location
Philadelphia, PA, US
Dan Scholl Work
Managing Director @ (August 2025 - Present)
Head of Municipal Fixed Income and Senior Vice President @ (May 2019 - December 2024)
Deputy Treasurer @ (January 2019 - May 2019)
Director @ (June 2017 - November 2017)
Co-head of Tax-exempt Fixed Income @ (November 2008 - June 2017)
Sales Director, US Intermediary Distribution @ (January 2006 - November 2008)
Senior Vice President and Portfolio Manager @ (October 2003 - January 2006)
Director and Portfolio Manager @ (August 1998 - October 2003)
Special Assistant to Governor Thomas R Carper @ (July 1996 - August 1998)
Assistant to Secretary of Finance @ (July 1992 - June 1996)
Senior Fiscal and Policy Analyst, Executive Office of Budget @ (August 1989 - June 1992)
Dan Scholl Education
Boston Unversity (London Program)
(Political Science)
University of Pennsylvania
MGA (Government Administration)
Ursinus College
BA (Political Science/Finance)
Dan Scholl Skills
Strategic Planning
Investment Portfolios
Board of Directors
Budget Management
Debt Management
Organizational Leadership
Team Leadership
Fixed Income
Portfolio Management
Investment Management
Investments
Alternative Investments
Asset Managment
Asset Allocation
Bonds
Mutual Funds
Equities
Asset Management
Investment Strategies
Hedge Funds
Series 63
Rias
Capital Markets
Bloomberg
Finance
Investment Advisory
Wealth Management
Separately Managed Accounts
High Yield
ETFs
Trading
Series 7
Securities
Dan Scholl Summary
Dan Scholl, based in Philadelphia, PA, US, is currently a Managing Director at Meridian Wealth Partners. Dan Scholl brings experience from previous roles at Wilmington Trust, State of Delaware and Schroders. Dan Scholl holds a Boston Unversity (London Program). With a robust skill set that includes Strategic Planning, Investment Portfolios, Board of Directors, Budget Management, Debt Management and more. Dan Scholl has 2 emails and 1 mobile phone numbers on RocketReach.
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