Dan Emmons
Financial Advisor - Stifel
- Role
- Financial Advisor - Stifel at Stifel Financial Corp.
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Dan Emmons
Dedicated Financial Advisor and business development professional with experience pursuing dynamic results that impact a company’s growth and success. Results-oriented leader experienced in financial analysis, portfolio construction, investment management, process improvement, and project management. Excellent communicator able to articulate strategic vision and then execute tactical objectives. Experience building cohesive and productive working relationships with people at all corporate levels. Graduated from Queens University\'s McCall School of Business with an MBA and a concentration in Finance. CA Insurance Lic.#0I30661 Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms:
Experience
Financial Advisor - Stifel
Jan 2013 — Present · Charlotte, NC, US
Help more than 400 clients manage their $120 million in assets • Created and implemented sales strategies developing a track record to pursue dynamic results• Generate new business through face-to-face interaction, electronic communication, and over the phone• Analyze portfolios of high-net-worth clients to develop strategies and provide guidance to help pursue their financial goals• Maintain a strong knowledge of retirement accounts including: 401(k), 403(b), pensions, IRAs, and small business plans• Monitor financial markets to understand the impact of market activity on clients and products
Education
Queens University of Charlotte
Master of Business Administration (M.B.A.)
2008 — 2011
University of Maryland College Park
Bachelor of Arts (B.A.)
2001 — 2005
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