Dan Solin Email & Phone Number
President
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Dan Solin Location
- Bonita Springs, FL, US
Dan Solin Work
- 2018 -now President @ Solin Strategic, LLC
- 2018 -now President @
- 2018 -now President @ Solin Strategic and Evidence Based Advisor Marketing
- 2017 -now President @ Solin Strategic LLC
- 2016 -now Sales coaching to advisory firms throughout the world @ Solin Consulting
- 2013 -2016 Wealth Advisor and Director of Investor Advocacy @ Buckingham, The BAM ALLIANCE, BAM Advisor Services
- 2007 -2013 Senior Vice President @
Dan Solin Education
- University of Pennsylvania Law School
Bachelor of Laws (LL.B.) (Law)
1964-1966 - University of California, Berkeley
First Year Law School (Law)
1963-1964 - The Johns Hopkins University
Bachelor of Arts (B.A.) (Political Science and Government)
1959-1963
Dan Solin Skills
- Investments
- Portfolio Management
- Strategic Financial Planning
- Finance
- Securities
- Retirement
- Blogging
- Books
- Wealth
- Wealth Management
- Asset Management
- Arbitration
- Investment Management
- Alternative Investments
- Valuation
- Retirement Plan Consulting
- Trading
- Financial Advisory
- IRAs
- Financial Planners
- Private Equity
- Estate Planning
- Wealth Management Services
- Investment Strategies
- Financial Planning
- Trusts
- Customer Service
- Retirement Planning
- Equities
- Corporate Finance
- Marketing
- 401k
- High Net Worth Individuals
- Hedge Funds
- FINRA
- Public Speaking
- Nonprofits
- Bonds
- Financial Modeling
- Fixed Income
- Series 65
- Sales
- Strategic Planning
- Asset Allocation
- Personal Finance
- Microsoft Office
- Mergers and Acquisitions
- Financial Services
- ETFs
- Options
- Venture Capital
Dan Solin Summary
- Dan Solin, based in Bonita Springs, FL, US, is currently a President at Solin Strategic, LLC. Dan Solin brings experience from previous roles at Evidence Based Advisor Marketing, Solin Strategic and Evidence Based Advisor Marketing, Solin Strategic LLC and Solin Consulting. Dan Solin holds a 1964 - 1966 Bachelor of Laws (LL.B.) in Law @ University of Pennsylvania Law School. With a robust skill set that includes Investments, Portfolio Management, Strategic Financial Planning, Finance, Securities and more. Dan Solin has 1 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Dan Solin?
Find contact details for 700 million professionals.
Others Named Dan Solin
Dan Solin
President
Bonita Springs, FL, US
Daniel Solin
Software Developer
Stockholm County, Sweden
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co