Dan Speirs Email & Phone Number
Founding Partner @ Cerro Pacific Wealth Advisors
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Dan Speirs Location
- San Luis Obispo, CA, US
Dan Speirs Work
- Founding Partner @ (October 2020 - Present)
- Managing Director, Investment Officer at Wells Fargo Advisors @ Goodwin & Speirs Investment Group of Wells Fargo Advisors (September 2009 - October 2020)
- First Vice President, Financial Consultant @ RBC Wealth Management (January 2002 - October 2009)
- Director of Biz Dev and Channel Sales @ Valicert (February 2001 - January 2002)
- Category Manager @ Epinions (November 1999 - January 2001)
- Director of Sales @ Quote.com (February 1998 - November 1999)
- National Accounts Manager @ Cemax-Icon (January 1996 - January 1998)
- National Accounts Sales Specialist @ Acuson (January 1992 - January 1996)
Dan Speirs Education
- San Jose State University
MBA (International Business)
1994-1996 - University of San Diego
BA (International Relations)
1987-1991 - Gonzaga University, Firenze, Italia
(International Business)
1989-1990 - Dunn School 1982-1987
Dan Speirs Skills
- Investment Strategies
- Investments
- Strategic Planning
- Asset Allocation
- Retirement Planning
- Insurance
- Reinsurance Investment Strategies
- Microsoft Office
- Benchmarking
- Seminars
- Accounting
- Tax Preparation
- Leadership
- Incorporations
- Business Coaching
- Microsoft Excel
- Financial Planning
Dan Speirs Summary
- Dan Speirs, based in San Luis Obispo, CA, US, is currently a Founding Partner at Cerro Pacific Wealth Advisors. Dan Speirs brings experience from previous roles at Goodwin & Speirs Investment Group of Wells Fargo Advisors, RBC Wealth Management, Valicert and Epinions. Dan Speirs holds a 1994 - 1996 MBA in International Business @ San Jose State University. With a robust skill set that includes Investment Strategies, Investments, Strategic Planning, Asset Allocation, Retirement Planning and more. Dan Speirs has 3 emails and 3 mobile phone numbers on RocketReach.
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