Dan Emmons

Experience

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  Eden Enterprises

  Jun 2005 - Oct 2006

  Operations Management

  Managed sub-contractors and job sites, market products and services, reconciled accounts payable, prepared bids, assisted with month-end journal entries, prepared invoices, and tracked financials.

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  Vanguard

  Oct 2006 - Jan 2013

  Investment Consultant

  Investment Consultant providing guidance on retail and retirement assets supporting a book of over $110 million. Experienced in leading teams and projects to pursue consistent, performance-driven results.

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  Stifel Financial Corp.

  Jan 2013 - now

  Financial Advisor - Stifel

  • 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 Show less