Dan Scholl Location
- Philadelphia, PA, US
Dan Scholl Work
- 2025 - now Managing Director @ Meridian Wealth Partners
- 2019 - 2024 Head of Municipal Fixed Income and Senior Vice President @
- 2019 - 2019 Deputy Treasurer @
- 2017 - 2017 Director @
- 2008 - 2017 Co-head of Tax-exempt Fixed Income @
- 2006 - 2008 Sales Director, US Intermediary Distribution @
- 2003 - 2006 Senior Vice President and Portfolio Manager @
- 1998 - 2003 Director and Portfolio Manager @
- 1996 - 1998 Special Assistant to Governor Thomas R Carper @
- 1992 - 1996 Assistant to Secretary of Finance @
- 1989 - 1992 Senior Fiscal and Policy Analyst, Executive Office of Budget @
Dan Scholl Education
- Boston Unversity (London Program)
(Political Science)
- University of Pennsylvania
- 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 1 emails and 1 mobile phone numbers on RocketReach.
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