Dan Smith Location
Ashburn, VA, US
Dan Smith Work
- 2026 - now Relationship Manager @ Keel Point
- 2021 - 2022 Head of Treasury and Investor Relations @ Blend
- 2010 - 2021 Executive - Investor Relations Officer @ CoreLogic
- 2008 - 2010 CFO of Multifamily Segment @ Freddie Mac
- 2002 - 2008 VP - Funding and Investor Relations @ Freddie Mac
- 2022 - now CFA candidate, board member, personal finance coach
- 1998 - 2000 Investment Banking Associate @ Bank of America
- 1996 - 1998 Associate - High Yield Research @ UBS Group AG
- 2000 - 2001 Director - Corporate Development @ Teligent
Dan Smith Education
- Duke University - The Fuqua School of Business
MBA
1997 - Princeton University1991
Dan Smith Skills
- Financial Reporting
- Forecasting
- Financial Forecasting
- Visibility
- GAAP
- E&p
- Disclosures
- Organizational Structure
- Cellular Communications
- Rate
Dan Smith Summary
Dan Smith, based in Ashburn, VA, US, is currently a Relationship Manager at Keel Point. Dan Smith brings experience from previous roles at Blend, CoreLogic and Freddie Mac. Dan Smith holds a MBA @ Duke University - The Fuqua School of Business. With a robust skill set that includes Financial Reporting, Forecasting, Financial Forecasting, Visibility, GAAP and more. Dan Smith has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Keel Point Employees
-
Amanda Ahmed
Chief Operating Officer at Keel Point
Huntsville, AL, US25+ -
Mike Perry
President at Keel Point
Richmond, VA, US23 -
Jason Blount
Chief Financial Officer at Keel Point
Owens Cross Roads, AL, US25 -
Joseph Moore
Chief Wealth Officer at Keel Point
Arlington, VA, US11 -
Steve South
Senior Advisor to the President at Keel Point
Monument, CO, US25 -
Lyle Minton
Chief Investment Officer at Keel Point
Huntsville, AL, US12 -
Lyle Minton
Chief Investment Officer at Keel Point
Huntsville, AL, US1 -
Kyle Findlay
Senior Wealth Advisor at Keel Point
Huntsville, AL, US15+ -
Courtney Green
Senior Investment Operations Manager at Keel Point
Huntsville, AL, US55+ -
Tony Benson
Senior Portfolio Manager at Keel Point
Alexandria, VA, US25 -
Dan Smith
Relationship Manager at Keel Point
Ashburn, VA, US21 -
Tim Doozan
Senior Wealth Advisor at Keel Point
Purcellville, VA, US35+ -
Jonathan Crawford
Senior Wealth Advisor at Keel Point
Birmingham, AL, US45+ -
Valerie McPherson
Accounting and HR Manager at Keel Point
Huntsville, AL, US15
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