Dan Wallace Location
Jupiter, FL, US
Dan Wallace Work
- 2024 - now Chief Investment Officer @ Home Invest, LLC
- 2023 - now Independent Sales Contractor @ Ramirez Asset Management
- 2023 - 2024 Director of Business Development, Private Credit Investments @ Lamco Alternatives Advisors
- 2005 - 2023 Executive Vice President, Director of Institutional Distribution @ Austin Atlantic Capital/ Austin Atlantic Asset Management Company
- 2000 - 2004 Balance Sheet Strategist @ Darling Consulting Group
- 1997 - 2000 Market Specialist Asia and Pacific Region @ State Street
- 1996 - 1997 Dealer Marketing Services @ Putnam Investments
Dan Wallace Education
- University of Massachusetts at Amherst - Isenberg School of Management
BBA (Finance, Economics)
1992 - 1997 - Salem State University
MBA (International Business)
- Montpellier Business School
Masters Studies (International Business)
Dan Wallace Skills
- Accounting
- Investments
- Securities
- New Business Development
- Financial Modeling
- Banking
- Cash Management
- Capital Markets
- Financial Risk
- Series 7
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 @ University of Massachusetts at Amherst - Isenberg School of Management. With a robust skill set that includes Accounting, Investments, Securities, New Business Development, Financial Modeling and more. Dan Wallace has 1 emails on RocketReach.
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Top Home Invest, LLC Employees
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Chris Lavin
Co-CEO at Home Invest, LLC
West Palm Beach, FL, US35+
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