Dan Speer Location
Charlotte, NC, US
Dan Speer Work
- 2006 - now Senior Vice President @ Fisher Investments
- 2000 - 2006 Certified Financial Planner™ @ AXA Advisors, LLC
- 1998 - 2000 Financial Consultant @ Merrill Lynch
- 1995 - 1998 Founder and Teacher @ Speer Institute of Etiquette
- 1995 - 1998 Teacher @ Jefferson County Public Schools
Dan Speer Education
- The University of Chicago Booth School of Business
(Wealth Management)
2024 - 2024 - The American College of Financial Services
Masters of Science in Personal Financial Planning (Financial Planning and Services)
2023 - 2024 - Yale School of Management
Investment Management Theory & Practice (Finance)
2022 - 2023
- Spalding University
B.A (EDUCATION)
1992 - 1995 - CFA Institute
(Financial Analysis)
2009
Dan Speer Summary
Dan Speer, based in Charlotte, NC, US, is currently a Senior Vice President at Fisher Investments. Dan Speer brings experience from previous roles at AXA Advisors, LLC, Merrill Lynch, Speer Institute of Etiquette and Jefferson County Public Schools. Dan Speer holds a 2024 - 2024 The University of Chicago Booth School of Business. Dan Speer has 1 emails on RocketReach.
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