Dan Tolbert Email & Phone Number
Chief Investment Officer - Seals Family Office @ Family Office
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Dan Tolbert Location
- Winnetka, IL, US
Dan Tolbert Work
- Chief Investment Officer - Seals Family Office @ (May 2021 - Present)
- Expert Witness @ PCGT LLC (January 2018 - Present)
- Partner @ (February 2023 - February 2024)
- Business Officer @ (December 2020 - February 2023)
- Registered Investment Advisor- Managing Member @ Performance Consulting Group of Texas, LLC (September 2013 - February 2023)
- Registered Representative @ Daley & Tang Partners LLC (September 2015 - October 2017)
- Senior Vice President @ (June 2008 - September 2013)
- Senior Managing Director @ (September 1983 - June 2008)
Dan Tolbert Education
- Michigan State University
Engineering/Finance
- Northwestern University - Kellogg School of Management
Entrepreneurship/Entrepreneurial Studies
- FINRA Licenses
Series 7 (63, 65, Investments and Securities)
Dan Tolbert Skills
- FINRA Licenses: Series 7, 63, 65
Dan Tolbert Summary
- Dan Tolbert, based in Winnetka, IL, US, is currently a Chief Investment Officer - Seals Family Office at Family Office. Dan Tolbert brings experience from previous roles at PCGT LLC, Sandlot Partners, The Chosen and Performance Consulting Group of Texas, LLC. Dan Tolbert holds a Engineering/Finance @ Michigan State University. With a robust skill set that includes FINRA Licenses: Series 7, 63, 65 and more. Dan Tolbert has 2 emails and 3 mobile phone numbers on RocketReach.
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