Dan Freer is a high-level professional, working in Jp Morgan Securities on the position of Vice President - Financial Advisor Associate from 2017. This person gained professional experience in more than seven positions at different companies. Dan Freer went to the Evans School of Public Affairs, University of Washington and got education there to 2014. Dan has such professional qualifications as Series 7. San Jose, California is the city, where this professional was known to be settled. Their email address and phone number are easily accessed through SoftwareOfficial by request.
Name variants:
Daniel Freer
Last updated Apr 30, 2024
Contact Information
Last Update
Jul 13, 2022
Email
da**@edwardjones.com
Location
San Jose, CA
Company
Jp Morgan Securities
Workplace
Vice President - Financial Advisor Associate
Work History
Financial Advisor
12555 Manchester Rd St, Louis, MO
If you think Edward Jones is like every other large investment firm, think again. We are a leader in the financial-services industry, but we take a personal approach to business, an approach...
Sep 2014 — Dec 2017
Tls Floor Technician
37500 North Bend Way, Snoqualmie, WA 98065
Responsible for maintenance, testing, troubleshooting, and repair of 1,700 Tribal Lottery System (slot) machines, and an enterprise of the Snoqualmie Nation.
Jan 2011 — Sep 2014
Financial Coaching Co-Facilitator
722 18Th Ave, Seattle, WA 98112
Developed data collection questionnaires and established program evaluation metrics for pilot Financial Coaching Program. Worked directly with Program Manager to develop the curriculum and s...
Dec 2013 — May 2014
Sub Contractor
Observed function of and compiled data from compressed gas production equipment in support of a State of Hawaii and US Air Force supported research and development project Performed installa...
Jul 2010 — Dec 2010
Avionics Technician 2Nd Class
Served as quality assurance inspector, overseeing the testing, maintenance, and repair of F/A-18 Advanced Targeting Forward Looking Infrared (ATFLIR) weapons system Facilitated on the job tr...
Jun 2006 — Jun 2010
Education
2012 — 2014
2011 — 2012
2010 — 2010
2004 — 2006
upto
Occupations
Executive
Vice President
Financial Broker
Financial Consultant
Supporting Member
Government Official
Government Administration Professional
Chief Executive
Financial Services Professional
Financial Services Sales Agent
Team Member
Community Service Manager
Skills
Estate and Trust Services
Public Speaking
Management
Strategic Planning
Microsoft Excel
Continuous Improvement
Project Management
Financial Analysis