Dan Smart Email & Phone Number
Private Client Advisor @ J.P. Morgan
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Dan Smart Location
- Denver, CO, US
Dan Smart Work
- Private Client Advisor @ (July 2026 - Present)
- Financial Advisor @ Citi Personal Wealth Management (January 2007 - September 2025)
Dan Smart Education
- University of Florida 1998-2002
Dan Smart Skills
- Wealth Management
- Mutual Funds
- Investments
- Retirement
- Series 63
- Finance
- Investment Advisory
- Financial Services
- Fixed Annuities
- Estate Planning
- Credit Derivatives
- Fixed Income
- Market Risk
- Hedge Funds
- Capital Markets
- Trading Systems
- Derivatives
- Equities
- Investment Banking
- Risk Management
- Equity Derivatives
- Commodity
- C++
- Options
- Electronic Trading
- Bloomberg
- Sybase
- Commodity Markets
Dan Smart Summary
- Dan Smart, based in Denver, CO, US, is currently a Private Client Advisor at J.P. Morgan. Dan Smart brings experience from previous roles at Citi Personal Wealth Management. Dan Smart holds a 1998 - 2002 University of Florida. With a robust skill set that includes Wealth Management, Mutual Funds, Investments, Retirement, Series 63 and more. Dan Smart has 1 emails and 2 mobile phone numbers on RocketReach.
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