Dan Monroe Email & Phone Number

Managing Director, Investment Management @ The Forum Group

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Dan Monroe Location

Saint Paul, MN, US

Dan Monroe Work

2025 - now Managing Director, Investment Management @ The Forum Group
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2024 - 2025 Vice President - Wealth Management @ StevenDouglas
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2022 - 2024 Vice President, Client Success | Financial Services Practice Lead @ TriSearch

2014 - 2024 Visiting Instructor @ Colorado State University
2020 - 2022 Sr. Manager, Talent Acquisition @ Charles Schwab
2019 - 2020 Senior Executive Talent Advisor - Manager @ Charles Schwab
2015 - 2019 Executive Talent Advisor @ Charles Schwab
2013 - 2015 Research Analyst @ Spencer Stuart
2006 - 2013 Practice Analyst Financial Services @ Spencer Stuart
2006 - 2006 Practice Analyst - India @ Spencer Stuart

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Dan Monroe Education

St. John's College
MA (Western Classics Literature/Philosophy)
2004 - 2006
University of Wisconsin-La Crosse
BA (Philosophy, Psychology)
2000 - 2004
Burnsville Senior High School
1997 - 2000

Dan Monroe Skills

Private Equity
Investment Banking
Knowledge Management

Financial Services
Banking
Venture Capital
Entrepreneurship
Capital Markets
Lecturing
Negotiation

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Dan Monroe Summary

Dan Monroe, based in Saint Paul, MN, US, is currently a Managing Director, Investment Management at The Forum Group. Dan Monroe brings experience from previous roles at StevenDouglas, TriSearch, Colorado State University and Charles Schwab. Dan Monroe holds a 2004 - 2006 MA in Western Classics Literature/Philosophy @ St. John's College. With a robust skill set that includes Private Equity, Investment Banking, Knowledge Management, Financial Services, Banking and more. Dan Monroe has 2 emails and 1 mobile phone numbers on RocketReach.

Dan Monroe Emails

Found 2 emails

Dan Monroe Phone Numbers

Found 2 phone numbers

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Champaign, IL, US
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Evans, GA, US
2
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Director - CIO Fixed Income Business Strategy at Merrill Lynch

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