Dan Williams
Regional Investment Consultant
- Role
- Regional Investment Consultant at Brown Advisory
- Location
- Silver Spring, MD, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Dan Williams
Enthusiastic intermediary sales professional that loves to compete and win. An…
Experience
Regional Investment Consultant
Feb 2024 — Present · Baltimore, MD, US
Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service.
Education
Dartmouth College
Bachelor's degree
University of Maryland - Robert H. Smith School of Business
Master of Business Administration - MBA
Skills
- Project Management
- Alternative Investments
- Financial Modeling
- Sales Operations
- Customer Service
- Strategy
- Management
- Financial Analysis
- Asset Allocation
- Mutual Funds
- Asset Management
- Finra
- Series 7
- Sales
- 401k
- Series 63
- Marketing
- Life Insurance
- Finance
- Leadership
- Financial Advisory
- Strategic Planning
- Financial Services
- Crm
- Investments
- Fixed Annuities
- Analysis
- Securities
- Consulting
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