Dan Wallace Email & Phone Number
Chief Investment Officer @ Home Invest, LLC
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Dan Wallace Location
- Jupiter, FL, US
Dan Wallace Work
- 2024 - now Chief Investment Officer @
- 2023 - now Independent Sales Contractor @
- 2023 - 2024 Director of Business Development, Private Credit Investments @
- 2005 - 2023 Executive Vice President, Director of Institutional Distribution @ Austin Atlantic Capital/ Austin Atlantic Asset Management Company
- 2000 - 2004 Balance Sheet Strategist @
- 1997 - 2000 Market Specialist Asia and Pacific Region @
- 1996 - 1997 Dealer Marketing Services @
Dan Wallace Education
- University of Massachusetts at Amherst - Isenberg School of Management
BBA (Finance, Economics)
1992 - 1997 - Montpellier Business School
Masters Studies (International Business)
- null
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 @ 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 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
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