Dan Wallace Email & Phone Number
Chief Investment Officer @ Home Invest, LLC
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Dan Wallace Location
- Jupiter, FL, US
Dan Wallace Work
- Chief Investment Officer @ (December 2024 - Present)
- Independent Sales Contractor @ (July 2023 - Present)
- Director of Business Development, Private Credit Investments @ (March 2023 - December 2024)
- Executive Vice President, Director of Institutional Distribution @ Austin Atlantic Capital/ Austin Atlantic Asset Management Company (October 2005 - September 2023)
- Balance Sheet Strategist @ (January 2000 - January 2004)
- Market Specialist Asia and Pacific Region @ (January 1997 - January 2000)
- Dealer Marketing Services @ (January 1996 - January 1997)
Dan Wallace Education
- Isenberg School of Management, UMass Amherst
BBA (Finance, Economics)
1992-1997 - MBS School of Business
Masters Studies (International Business)
- Salem State University
MBA (International Business)
Dan Wallace Skills
- Accounting
- Investments
- Securities
- New Business Development
- Financial Modeling
- Banking
- Cash Management
- Capital Markets
- Financial Risk
- Series 7
- Credit Analysis
- Risk
- Loans
- Real Estate
- Strategic Planning
- ALM
- Bloomberg
- Portfolio Management
- Repurchase Agreements
- Treasury Management
- Financial Analysis
- Asset Management
- Bonds
- Equities
- Mortgage Lending
- Alternative Investments
- Marketing
- Fixed Income
- Mutual Funds
- Risk Management
- Asset Managment
- Marketing Strategy
Dan Wallace Summary
- Dan Wallace, based in Jupiter, FL, US, is currently a Chief Investment Officer at Home Invest, LLC. Dan Wallace brings experience from previous roles at Ramirez Asset Management, Lamco Alternatives Advisors, Austin Atlantic Capital/ Austin Atlantic Asset Management Company and Darling Consulting Group. Dan Wallace holds a 1992 - 1997 BBA in Finance, Economics @ Isenberg School of Management, UMass Amherst. With a robust skill set that includes Accounting, Investments, Securities, New Business Development, Financial Modeling and more. Dan Wallace has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Home Invest, LLC Employees
Dan Wallace
Chief Investment Officer
Jupiter, FL, US
Nate Armstrong
CEO, Home Invest, West Palm Beach
West Palm Beach, FL, US
Kevin Dean
Director of Project Management
Palm Beach Gardens, FL, US
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