1994 -2001 Sr. Account Officer @ PUTNAM INVESTMENTS, Boston, MA
Dan Steele Education
Westfield State University 1990-1993
Dan Steele Skills
Institutional Sales
Mutual Funds
401k
Investments
Retirement
Sales
Equities
Asset Management
Series 63
Securities
Alternative Investments
Series 7
Relationship Management
DCIO
Microsoft Office
Microsoft Excel
Research
Marketing
Dcid
Strategy
Account Management
Public Speaking
Portfolio Management
Dan Steele Summary
Dan Steele, based in Scituate, MA, US, is currently a Head of DCIO at Columbia Threadneedle Investments, US. Dan Steele brings experience from previous roles at BNY Mellon/Dreyfus, BNY Mellon, BISYS Retirement Services and Safeco Asset Management. Dan Steele holds a 1990 - 1993 Westfield State University. With a robust skill set that includes Institutional Sales, Mutual Funds, 401k, Investments, Retirement and more. Dan Steele has 1 emails and 1 mobile phone numbers on RocketReach.
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