Dane Eppen
Vice President, National Accounts at First Trust Portfolios
- Role
- Vice President, Senior Account Manager, National Accounts at First Trust
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
Experience
Vice President, Senior Account Manager, National Accounts
Nov 2008 — Present
Education
Loyola University Chicago
BBA, Economics
2005
Skills
- Etfs
- Asset Management
- Relationship Management
- Financial Services
- Series 6
- Wealth Management
- Retirement
- Portfolio Management
- Fixed Income
- Series 63
- Series 7
- Fixed Annuities
- Asset Allocation
- Mutual Funds
- Series 65
- Investment Strategies
- Alternative Investments
- Separately Managed Accounts
- Investments
- Financial Advisory
- Investment Advisory
- Uniform Combined State Law
- Securities
- Equities
- 401k
- Retirement Planning
- Finra
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