Dan Wilhite
Semi-Retired at First Command
- Role
- Executive Coach Mentor at Dw Enterprises Llc
- Location
- Birmingham, AL, US
- LinkedIn followers
- 500 followers
About Dan Wilhite
After 43 years in financial services in various positions, I have “hung it up”. It has been a great ride and most fulfilling. I have loved the profession of managing Advisor actitivities and with engaging with clients, to find financial solutions that bring about abundance.LinkedIn: I will no longer post information regarding my former employer, First Command Financial Services, but will be posting pieces that I, personally, have read (and see as valuable), or that I will write myself re: principles and circumstances that I hope to bring value to.
Experience
Executive Coach Mentor
Jun 2021 — Present · US
In my current business activities, I attempt to coach, challenge & exhort my clients toward their definitions of abundance. I do this, by assisting them in better understanding their gifting zones, by better defining their core values, by assisting them in finding more purpose in their activities and by helping them answer life’s most important questions.I am involved in coaching mid level & senior level executives in strategy definition and execution, business development and priorities setting, in personal/ professional development & in team development.
Education
Tyler Junior College, The University of Texas at Dallas. Robert E. Lee , high school, Tyler, Tx
BA Business Administration, finance
1971 — 1973
Baylor University
BBA, Business Managent- Finance
1973 — 1975
Skills
- Asset Management
- Investment Advisory
- Retirement Planning
- Financial Advisory
- Finra
- Investment Management
- Wealth Management
- Series 65
- Investment Strategies
- Alternative Investments
- Series 63
- Mergers
- Asset Managment
- Securities
- Estate Planning
- Strategic Financial Planning
- Investments
- Mergers
- Asset Allocation
- Mutual Funds
- Series 24
- Series 7
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