Dan Strine Email & Phone Number
Partner and Investment Advisor @ Passive Capital Management, LLC
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Dan Strine Location
- Westminster, MD, US
Dan Strine Work
- 2024 -now Partner and Investment Advisor @
- 2021 -now Investment Advisor @
- 2016 -2021 Relationship Manager and Individual Investors @
- 2016 -2016 Relationship Manager, Vice President @
- 2014 -2016 Senior Banking Advisor, Vice President @
- 2012 -2013 Investment Counselor @
- 2005 -2012 Vice President, Senior Equity Trader @
- 2000 -2005 Assistant NASDAQ Trader and Retail Listed and Options Trader @
- 1999 -2000 Compliance Officer @
Dan Strine Education
- McDaniel College
B.A. (Sociology)
1995-1999 - Mount Saint Joseph High School
Dan Strine Skills
- Equity Trading
- Investments
- series 7
- series 4
- Series 63
- series 55
- Series 65
- Sales
- Relationship Management
- Risk Management
- Market Making
- Trading Strategies
- Technical Analysis
- Financial Markets
- Relationship Development
- Professional Mentoring
- Trend Analysis
- Marketing
- Inventory Management
- FINRA
- Securities
- Mutual Funds
- Banking
- Capital Markets
- Bloomberg
- Options
- Trading Systems
- Asset Allocation
- Retirement Planning
- Wealth Management
- Credit Analysis
- Wealth Management Services
- Commercial Banking
- Commercial Lending
- Private Banking
- Small Business Lending
- Lines Of Credit
- Trading
- Financial Services
- Fixed Income
- Compliance
- Services
- Strategic Planning
- Leadership
- Public Speaking
Dan Strine Summary
- Dan Strine, based in Westminster, MD, US, is currently a Partner and Investment Advisor at Passive Capital Management, LLC. Dan Strine brings experience from previous roles at Passive Capital Management, LLC, T. Rowe Price and PNC. Dan Strine holds a 1995 - 1999 B.A. in Sociology @ McDaniel College. With a robust skill set that includes Equity Trading, Investments, series 7, series 4, Series 63 and more. Dan Strine has 2 emails and 1 mobile phone numbers on RocketReach.
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