Dan Witham Email & Phone Number
Branch Manager
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Dan Witham Location
- Tulsa, OK, US
Dan Witham Work
- Branch Manager @ LPL Financial (June 2007 - Present)
- Chairman @ Sales Tax Overview Committee, Tulsa County Criminal Justice Authority (January 2010 - May 2022)
- Host @ MoneyTalk Radio Show (August 2007 - May 2022)
- Reserve Deputy @ Tulsa County Sheriff's Office (January 2011 - May 2015)
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
- Asset Allocation
- Estate Planning
- FINRA
- Finance
- Financial Advisory
- IRAs
- Investment Advisory
- Investments
- Leadership
- Management
- Mutual Funds
- Portfolio Management
- Retirement
- Retirement Planning
- Securities
- Series 24
- Series 63
- Series 7
- Strategic Financial Planning
- Wealth
- Wealth Management
- 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 Asset Allocation, Estate Planning, FINRA, Finance, Financial Advisory and more. Dan Witham has 2 emails and 1 mobile phone numbers on RocketReach.
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