Dan Speirs Location
- San Luis Obispo, CA, US
Dan Speirs Work
- 2020 -now Founding Partner @
- 2009 -2020 Managing Director, Investment Officer at Wells Fargo Advisors @ Goodwin & Speirs Investment Group of Wells Fargo Advisors
- 2002 -2009 First Vice President, Financial Consultant @ RBC Wealth Management
- 2001 -2002 Director of Biz Dev and Channel Sales @ Valicert
- 1999 -2001 Category Manager @ Epinions
- 1998 -1999 Director of Sales @ Quote.com
- 1996 -1998 National Accounts Manager @ Cemax-Icon
- 1992 -1996 National Accounts Sales Specialist @ Acuson
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 1 mobile phone numbers on RocketReach.
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Dan Speirs
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England, United Kingdom
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