Dan Steffes Email & Phone Number
Senior Financial Advisor @ The Oak Ridge Financial Group, Inc.
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Dan Steffes Location
- Saint Paul, MN, US
Dan Steffes Work
- 2023 -now Senior Financial Advisor @
- 2019 -2023 Senior Vice President @
- 2008 -2019 Financial Advisor @
- 2000 -2008 Senior Financial Advisor @
Dan Steffes Education
- Saint John's University
BA (Political Science)
1994-1998
Dan Steffes Skills
- Leadership
- Financial Reporting
- Project Management
- Finance
- Sales
- Budgets
- Wealth Management
- Investment Advisory
- Investment Strategies
Dan Steffes Summary
- Dan Steffes, based in Saint Paul, MN, US, is currently a Senior Financial Advisor at Oak Ridge Financial. Dan Steffes brings experience from previous roles at Hilltop Securities Inc., Ameriprise Financial Services, Inc. and H&R Block Financial Advisors. Dan Steffes holds a 1994 - 1998 BA in Political Science @ Saint John's University. With a robust skill set that includes Leadership, Financial Reporting, Project Management, Finance, Sales and more. Dan Steffes has 2 emails and 2 mobile phone numbers on RocketReach.
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