Dan Smith Email & Phone Number

Wealth Advisor @ Keel Point

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Dan Smith Location

Ashburn, VA, US

Dan Smith Work

2026 -now Wealth Advisor @
2022 -2026 CFA candidate, board member, personal finance coach @ Self-employed
2021 -2022 Head of Treasury and Investor Relations @
2010 -2021 Executive - Investor Relations Officer @
2008 -2010 CFO of Multifamily Segment @
2002 -2008 VP - Funding and Investor Relations @
2000 -2001 Director - Corporate Development @ Teligent
1998 -2000 Investment Banking Associate @
1996 -1998 Associate - High Yield Research @ SBC Warburg Dillon Read

Dan Smith Education

Duke University - The Fuqua School of Business
MBA
1997
Princeton University
A.B. (Religion)
1991

Dan Smith Skills

Financial Reporting
Forecasting
Financial Forecasting
Visibility
GAAP
E&p
Disclosures
Organizational Structure
Cellular Communications
Rate
Multi Family
C++
Reports
Reporting
Profit
External Relationships
Portfolio Management
Budgets
Uncertainty
Asset
Executive Reporting
Business Case
Conferences
Financial Results
Financial Oversight
Cash Flow
Sales
Finance
Decision Making
Alcatel
Consulting
Expense Management
Customer Service
Risk
Boundaries
Clearing
Financial Transactions
Liquidation
Services
Filing
High Yield
Executive Management
Video Conferencing
Settlement Services
Revenue
Sbc
Disclosure
Metric
Oilfield
Research
Lacrosse
Equities
Community Outreach
Services Industry
Training
Natural Resources
Strategic Communications
Dutch
Institutional Investments
Operational Control
Meetings
Virginia
Energy
Financial Modeling
Accounting
New Business Development
Refining
Funding
Investments
Roadshows
Project Planning
Legal
Ctia
Product Offerings
McLean
Strategy
Capital Markets
Roa
International Subsidiaries
Project
Conceptual Modeling
Materials Management
Shell
IR
Religion
Valuation
Capital Raising
Venture Capital
Pioneer
Natural Gas
Contractual Agreements
Pricing
Subsidiaries
New York
Negotiation
Financial Services
Ocean Energy
Portfolio
Chapter 11
Transparency
Mergers and Acquisitions
Football
Due Diligence
Calls
Corporate Finance
Emergence
Capitalization
Acquisitions
Debt
Management
Governance
Freddie Mac
Financial Analysis
Project Management
Securities
Investor Relations
Start Ups
Strategic Partners
Strategic Financial Planning
Power
Dealers
International
Investment Banking
Credit
Corporate Development
Telecommunications
Risk Management
Organizational Restructuring
Petroleum

Dan Smith Summary

Dan Smith, based in Ashburn, VA, US, is currently a Wealth Advisor at Keel Point. Dan Smith brings experience from previous roles at Self-employed, 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.