Dan Huth
Managing Director, Head of Investment Consulting Group (Advisory, Retirement, Alternative Investments, Digital), Truist Advisory Services, Inc., Truist Wealth
- Role
- Managing Director, Head of Investment Consulting Group, Truist Wealth at Truist Wealth
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Dan Huth
An accomplished, energetic Senior Executive and Strategic Growth Enabler with extensive experience developing successful growth strategies and leading execution to deliver revenue and asset growth across the entire spectrum of products and services. Works collaboratively across organizations to create a shared vision to effect change and get results. An innovator with data and analytics that transforms organizational approach. Modernized the business development approach to continue growth trajectory despite reduced resources. Achieved by introducing big data and analytics to maximize efficiency and deliver industry leading advisor productivity. Uses a strong understanding of financial advisor needs to develop effective campaigns leading to billions of dollars of assets moving across existing product categories and purpose-launched products.An innovative leader that effectively applies a diverse set of career accomplishments as a CPA, lawyer, buy-side investor, investment banker and business development executive to find creative approaches to inspire teams to get results. A believer in building a positive culture of collaboration and accountability so individual and team goals are aligned for sustainable success. A mentor that takes pride in the team’s achievements.⇨ Executive Leadership - Visionary leadership and skilled resource allocation to achieve all deliverables⇨ Strategy and Innovation - Defines and directs execution of highly successful sales and growth strategies⇨ People Management - Strong, collaborative leadership & development of high-performance teams; achieves great satisfaction seeing others succeed and advance in their careers⇨ Stakeholder Engagement - Naturally builds trust & respectful relationships with stakeholders⇨ Business Development - Generates new business & grows revenue with entrepreneurial strategies Leadership Development Performance Optimization P&L Management Cost ContainmentPlease contact me at:(862) 823–1578
Experience
Managing Director, Head of Investment Consulting Group, Truist Wealth
Dec 2023 — Present · Charlotte, NC, US
Due to industry regulations, I am unable to accept recommendations and endorsements. TIS will not accept purchase or sale orders via LinkedIn or its messaging system. Truist Investment Services, Inc, member FINRA/SIPC, is a wholly owned non-bank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or recommended by Truist Investment Services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value. Not all products and services are available in all states and financial advisors for Truist Investment Services may only conduct business in states and jurisdictions where they are properly registered. Therefore, a response for information may be delayed. Investors outside of the United States are subject to additional securities and tax regulations within their applicable jurisdictions that are not addressed on this site. For more information please contact your financial advisor. For additional important disclosures, please visit:
Education
Pace University, Lubin School of Business New
Master, Business Administration; Finance
1998 — 2001
Providence College
Bachelor of Science, Accounting
1991 — 1995
Elisabeth Haub School of Law at Pace University
Juris Doctor
1997 — 2001
Skills
- Ipo
- Wealth Management
- Management
- Strategic Financial Planning
- Asset Allocation
- Banking
- Mutual Funds
- Pipes
- Corporate Finance
- Strategy
- Private Placements
- Financial Analysis
- Capital Markets
- Series 7
- Equities
- Financial Modeling
- Asset Managment
- Valuation
- Cpa
- Corporate Law
- Investments
- Due Diligence
- Hedge Funds
- Portfolio Management
- Mergers
- Finance
- Venture Capital
- Securities
- Alternative Investments
- Private Equity
- Accounting
- Structured Finance
- Business Strategy
- Financial Services
- Investment Banking
- Mergers & Acquisitions
- Fixed Income
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