Dan Witham Email & Phone Number
Branch Manager
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Dan Witham Location
- Tulsa, OK, US
Dan Witham Work
- 2007 -now Branch Manager @ LPL Financial
- 2010 -2022 Chairman @ Sales Tax Overview Committee, Tulsa County Criminal Justice Authority
- 2007 -2022 Host @ MoneyTalk Radio Show
- 2011 -2015 Reserve Deputy @ Tulsa County Sheriff's Office
Dan Witham Education
- Harvard University
Master's degree (Finance)
2015-2022 - Miami University
Bachelor of Science (B.S.) (Marketing)
1981-1985 - University of Tulsa
(Law School)
Dan Witham Skills
- Series 7
- Leadership
- Securities
- Wealth Management
- Management
- Mutual Funds
- Investment Advisory
- Portfolio Management
- Retirement Planning
- Retirement
- Strategic Financial Planning
- Series 63
- Series 24
- Investments
- FINRA
- Finance
- IRAs
- Estate Planning
- Financial Advisory
- Asset Allocation
- Wealth
- Banking
- Strategic Planning
- Investors
Dan Witham Summary
- Dan Witham, based in Tulsa, OK, US, is currently a Branch Manager at LPL Financial. Dan Witham brings experience from previous roles at Sales Tax Overview Committee, Tulsa County Criminal Justice Authority, MoneyTalk Radio Show and Tulsa County Sheriff's Office. Dan Witham holds a 2015 - 2022 Master's degree in Finance @ Harvard University. With a robust skill set that includes Series 7, Leadership, Securities, Wealth Management, Management and more. Dan Witham has 2 emails and 1 mobile phone numbers on RocketReach.
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Dan Witham
Branch Manager
Tulsa, OK, US
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