Daniel Bolan Email & Phone Number
Financial Advisor @ Allworth Financial
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Daniel Bolan Location
- La Grange, IL, US
Daniel Bolan Work
- Financial Advisor @ (March 2024 - Present)
- VP and Portfolio Manager @ (July 2020 - July 2023)
- VP - Financial Consultant @ (March 2016 - July 2020)
- Vice President, Wealth Advisor @ (July 2005 - March 2016)
Daniel Bolan Education
- DePaul Driehaus College of Business
MBA (Finance)
1998-2001 - Creighton University
BA (Finance)
1990-1994
Daniel Bolan Skills
- Investment Advisory Services
- Personal Financial Planning
Daniel Bolan Summary
- Daniel Bolan, based in La Grange, IL, US, is currently a Financial Advisor at Allworth Financial. Daniel Bolan brings experience from previous roles at FNBC Bank & Trust, Charles Schwab and Mesirow Financial. Daniel Bolan holds a 1998 - 2001 MBA in Finance @ DePaul Driehaus College of Business. With a robust skill set that includes Investment Advisory Services, Personal Financial Planning and more. Daniel Bolan has 1 mobile phone numbers on RocketReach.
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