cim group@ CIM Group
Charlotte, North Carolina, United States
Dan McGee
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University of Iowa
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FlashIntel GPT
Tell me more about Dan McGee?
FlashIntel GPTDan McGee is an experienced Sales/Distribution Management Executive with 26.2 years of work experience. He has a strong background in wealth management, mutual funds, asset management, alternative investments, and investments. Based in the United States, Dan has held various roles in sales, sales management, and national accounts. He has worked in retirement, insurance, asset management, and alternatives. With a Series 3, 7, 24 & 63 with FINRA, Dan maintains a Series 3, 7, 24 & 63 with FINRA. He spent 2.5 years in Australia responsible for Principal Financial Group's Corporate Superannuation business.
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About
Experienced Sales/Distribution Management Executive. I have held roles in Sales, Sales Management and National Accounts. From a product perspective, I've worked in retirement, insurance, asset management and alternatives. I'm experienced across all wealth channels including; RIA's, Wirehouses, IBD's, Private Banks, OCIO's & Regional Broker/Dealers. I maintain a Series 3, 7, 24 & 63 with FINRA. I spent 2.5 years in Australia responsible for Principal Financial Group's Corporate Superannuation business.
...See MoreWork Experience
cim group
Managing Director | Private Wealth Partners
Financial Services
Dan McGee's Professional Milestones
- Regional Vice President (1997-09-01~1999-12-01): Expanding market share and securing strategic partnerships to drive regional business growth.
- Managing Director (2013-03-01~2022-09-01): Driving strategic initiatives and fostering a culture of excellence to propel company expansion and expansion.
Education
Business
1988-1992Skill
Wealth Management
Mutual Funds
Asset Management
Alternative Investments
Investments
Management
Certification
Colleagues
Aaron Somers
Vice President Deputy Chief Compliance Officer | Business Strategy Compliance & Optimization
Aaron Somers
Vice President Deputy Chief Compliance Officer | Business Strategy Compliance & Optimization
Lisa Derner Kustron
First Vice President | Deputy Chief Compliance Officer
Cher Jones
Executive Assistant To Chief Executive Officer
Janet Eaton
First Vice President Chief Technology Officer
Other Named Dan McGee
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Dan McGee works for CIM Group
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Dan McGee works in the industry of Financial Services
Dan McGee's colleagues are Aaron Somers,Aaron Somers,Lisa Derner Kustron
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Dan McGee's latest education in University of Iowa
