Daniel Marcotte Email & Phone Number
Founder, Managing Director
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Daniel Marcotte Location
- Saint Paul, MN, US
Daniel Marcotte Work
- 2005 - now Founder, Managing Director @ Doxa Advisors LLC
- 2008 - 2010 President @ Burr Oak Group, Inc
- 2000 - 2005 National Director Wealth Management @ RSM McGladrey
- 1998 - 2000 Chief Financial Officer @ University of Minnesota Foundation
- 1991 - 1998 Treasury, Finance, and Fixed Income @ RBC Dain Rauscher
- 1988 - 1991 Senior Analyst @ Dayton Hudson Department Store Co.
- 1986 - 1988 Management Consultant @
Daniel Marcotte Education
- UMN Carlson School of Management
MBA (Finance)
1984 - 1986 - St. Olaf College
B.A. (Economics, Psychology)
1977 - 1982 - St. Paul Central
Diploma
1974 - 1977
Daniel Marcotte Skills
- Financial Advisory
- Cash Management
- Banking
- Fixed Income
- Insurance
- Retirement Planning
- Financial Planning
- Portfolio Management
- Investments
- Financial Risk
- Finance
- Asset Allocation
- Analysts
- Report Production
- Strategy
- Financial Services
- Wealth Management
- Strategic Financial Planning
- Risk Management
- Asset Management
- Credit
- See 4+see Less
- Due Diligence
- Research
- Strategic Financial
- Services
- Investment Management
Daniel Marcotte Summary
- Daniel Marcotte, based in Saint Paul, MN, US, is currently a Founder, Managing Director at Doxa Advisors LLC. Daniel Marcotte brings experience from previous roles at Burr Oak Group, Inc, RSM McGladrey, University of Minnesota Foundation and RBC Dain Rauscher. Daniel Marcotte holds a 1984 - 1986 MBA in Finance @ UMN Carlson School of Management. With a robust skill set that includes Financial Advisory, Cash Management, Banking, Fixed Income, Insurance and more. Daniel Marcotte has 1 emails and 2 mobile phone numbers on RocketReach.
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