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Dan Whalen Location
Winston-Salem, NC, US
Dan Whalen Work
VP, Investor Relations @ (June 2026 - Present)
Director of Investor Relations @ (January 2025 - June 2026)
Director of Investor Relations @ (January 2024 - January 2025)
Senior Director - Corporate M and A @ (January 2020 - January 2023)
Corporate Investor Relations @ (October 2017 - November 2019)
Senior Director @ (January 2016 - January 2017)
Senior Vice President @ (January 2015 - January 2015)
Corporate Investor Relations @ (January 2017 - January 2019)
VP, Senior Metals and Specialty Materials Analyst @ Topeka Capital Markets, Inc (September 2012 - January 2015)
Senior Director @ (October 2016 - October 2017)
Senior Metals and Specialty Materials Analyst @ Auriga USA, LLC (January 2011 - January 2012)
Senior Sell-Side Metals and Specialty Materials Analyst @ (September 2009 - September 2011)
Senior Vice President @ (January 2015 - December 2015)
Vice President @ (January 2008 - January 2009)
Vice President @ Bear Stearns (January 2004 - January 2008)
VP, Senior Metals and Specialty Materials Analyst @ Topeka Capital Markets, Inc (January 2012 - January 2015)
Equity Analyst @ Harold C. Brown & Co. (January 2003 - January 2004)
Senior Metals and Specialty Materials Analyst @ Auriga USA, LLC (September 2011 - June 2012)
Equity Analyst - Vice President @ (July 1996 - June 2003)
Senior Sell-Side Metals and Specialty Materials Analyst @ (January 2009 - January 2011)
Vice President @ (February 2008 - February 2009)
Equity Analyst - Vice President @ (January 1996 - January 2003)
Dan Whalen Education
Delbarton
High School Diploma
Bucknell University
BA (Major: Economics; Minor: Biology)
Dan Whalen Skills
Metals
Specialty Materials
Proven track record as a sell-side & buy-side analyst
Leveraging all available resources including fellow colleagues
Buy-side
Sell Side
Equity Research
Hedge Funds
Capital Markets
Financial Modeling
Investments
Investment Banking
Equities
Materials
Trading Systems
Asset Management
Valuation
Mining
Energy
Bloomberg
Fixed Income
Equity Trading
Trading
Equity Valuation
Electronic Trading
Series 7
Private Equity
Options
Alternative Investments
Series 63
Securities
Commodity
Portfolio Management
Financial Analysis
Management
Corporate Finance
Due Diligence
Finance
Derivatives
Mergers & Acquisitions
Mutual Funds
Strategy
Financial Markets
Emerging Markets
Risk Management
Investment Management
Financial Services
Strategic Planning
Investor Relations
Leadership
Positioning
Conciseness
Q&A
Infrastructure
Insurance
CAP
Energy Industry
Undergraduate
Producers
Icr
Franchising
Executive Positions
Thesis
Natural Resources
Financial Background
Bear
Dynamics
Disclosures
Advantages
C Level
Benchmarking
Strike
Merrill Lynch
Real Estate Transactions
Data Transformation
Perception Studies
Calls
Business Modeling
Metrics
Performance Measurement
Accounting
Personal Development
Salesforce.com
Commentary
Guidance
Press Releases
Forecasting
Corporate Communications
Healthcare
Publishing
Offering
Proven Track Record as a Sell Side and Buy Side Analyst
Reports
Sum
Microsoft Office
Microsoft Excel
Ranges
Policy
News
Scripting
Conferences
Analytical Skills
Portfolio Managers
Transitioning
Research
Capital
Analysis
Mindset
Written
Reward
Springs
Cash Flow
Economics
C
Persuasiveness
Graduate Level
Business Analysis
Vast
Mega
Macro
Attractive
Investor Presentations
Overhaul
Data Driven Testing
Strategic Communications
IPO
Covering
Presentations
Responsibility
Chartered Financial Analyst
Internal Audit
Usa
Universe
Art
Comparison
Breadth
Biology
Personnel Management
Executive Management
Global Macro
Portfolio
Influence at All Levels
New York
Buy Side
Addressing
S&p
Roadshows
Stocks
IR
Business Strategy
Aerospace
Hurdles
Registrations
Risk
Conceptual Modeling
Meetings
Supply Chain
Mergers and Acquisitions
Industrial Sector
Capstone
Coordinated
Dealers
Dan Whalen Summary
Dan Whalen, based in Winston-Salem, NC, US, is currently a VP, Investor Relations at Wolfspeed. Dan Whalen brings experience from previous roles at Qorvo, Inc., BrightView Landscapes, AdaptHealth and CommScope. Dan Whalen holds a High School Diploma @ Delbarton. With a robust skill set that includes Metals, Specialty Materials, Proven track record as a sell-side & buy-side analyst, Leveraging all available resources including fellow colleagues, Buy-side and more. Dan Whalen has 1 emails and 2 mobile phone numbers on RocketReach.
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