Dan Palace has been a Regional Vice President at ICON Advisers since 2013. Moreover, this expert has on-the-job experience at more than four companies using similar skills. Dan has a total work experience of eight+ years. Dan Palace studied at the Northwestern University - Kellogg School of Management from 2008 to 2011. Today Dan lives in Chicago, Illinois region. Find this person's current phone and email with SoftwareOfficial search.
Name variants:
Daniel Palace
Last updated May 02, 2024
Contact Information
Workplace
Regional Vice President
Englewood, CO
Industry
Financial Services, Investment Advisory Service Security Broker/Dealer, Security Brokers and Dealers
Colleagues
Work History
Regional Vice President
Chicago
External investment wholesaler covering the Great Lakes Region. Distributing ICON's mutual funds and allocation portfolios to broker dealers, RIAs and independent financial advisers.
from Mar 2013
VP - Wealth Management Banker
Providing cash management, liquidity and lending solutions to high net worth clients.
Serving as the banking specialist for Financial advisors and their clients
Jul 2010 — Mar 2013
Regional Sales Representative
Maintain and uncover relationships with top financial advisors
Consult advisors on mutual funds, structured products and retirement plans
May 2007 — Jul 2010
Education
2001 — 2005
Occupations
Executive
Regional Vice President
Sales Specialist
Agent
Accountant
Finance and Accounting Specialist
Vice President
Financial Broker
Banker
Chief Executive
Sales Representative
Accounting Bookkeeper
Bookkeeper
Financial Services Professional
Financial Services Sales Agent
Skills
MBA Finance
Series 7
Series 63
Financial Advisory
FAQs about Dan Palace
What's the main profession of Dan Palace?
Dan Palace is a Regional Vice President.
What are the profession of This expert?
These person's professions are Executive and Regional Vice President
Where is Dan Palace located?
The professional is currently located in Chicago, Illinois.
How many companies did Dan Palace work at?
The professional worked at four jobs.
Where has Dan Palace studied?
Dan studied at the Northwestern University - Kellogg School of Management from 2008 to 2011.
Are there any special industries, that Dan Palace is connected to?
This person works in Financial Services industry.
Are there any professional skills Dan Palace has?
This person has skills in the following areas: MBA Finance, Series 7, Series 63, and Financial Advisory.