Dan Scannell
Wake Forest University
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Dan Scannell is a highly experienced professional with over 32 years of work experience in portfolio management, financial modeling, investments, risk management, and finance. He has held various managerial positions at Oppenheimer & Co. Inc. in North Carolina, including Area Manager for the Houston branch system. He has also successfully expanded offices in the Asheville, Winston-Salem, and Greensboro markets. With a strong focus on improving productivity and enhancing client relationships, Dan has successfully moved his team to Oppenheimer and expanded their offices. He is licensed in TX, NC, MA.
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Dan Scannell, Managing Director – Investments, has assumed the role of Area Manager for the Houston branch system after five years as Area Manager for Oppenheimer & Co. Inc. In North Carolina. This new appointment, which took place in late 2014, includes Houston’s main downtown branch, as well as satellites in The Woodlands, Austin and Kenedy, TX. His responsibilities include continuing the growth of Oppenheimer in South Texas and recruiting qualified Financial Advisors to the firm. From 2009-2014, thanks to the hard work of the Financial Advisors and staff in North Carolina, Dan and his team were able to help Oppenheimer improve overall productivity in the state’s Branch system by opening and/or expanding offices in the Asheville, Winston-Salem and Greensboro, NC markets. North Carolina’s notable growth was a result of a significant number of clients, businesses and families who chose to move their relationships to Oppenheimer as well as the more than 30 experienced advisors who have elected to move their respective practices to the Firm over the preceding five years. Before moving to Oppenheimer in 2009, Dan spent 18 years in a variety of increasingly responsible positions at Smith Barney. He began work there as a Financial Advisor in 1992 and became part of the company’s Blue Chip Council, which recognized the top new Financial Advisors at the firm. In 1996, Dan became the Divisional Training Officer for Smith Barney’s Southern Division. In 1997, he became Assistant Branch Manager in Atlanta. Subsequently, in 1999, he moved to North Carolina to manage the Asheville, Hendersonville, Brevard and Franklin branches. Located in the Pennzoil building in Houston’s thriving Theatre District, Oppenheimer’s office has a reputation for stellar service to our clients and outstanding support for our professional staff. The downtown office serves as the hub for Oppenheimer’s South Texas regional presence, including The Woodlands and Austin offices. I am licensed in the following states: TX, NC, MA. Any information contained herein pertaining to a securities business should not be considered a solicitation to buy or sell any securities or financial products, and is otherwise not intended for anyone who does not reside in those states. Links are being provided for information purposes only. Please go to http://www.opco.com/SocialMediaDisclosures for important information regarding social media and posted content. For a direct link to the disclosures, please click on Disclaimers in the Contact Info section of my profile.
...See MoreWork Experience
Managing Director - Investments
Managing Director
Financial Services
Dan Scannell's Professional Milestones
- Managing Director (2009-08-01~): Driving company growth through strategic planning and effective team management.
- Managing Director - Investments (2009-08-01~): Transformed company's investment portfolio, establishing a strong market presence and driving profitability through strategic investment planning and investor
Education
Economics,
Bachelors
1985-1989Skill
Portfolio Management
Financial Modeling
Investments
Risk Management
Finance
Customer Service
Strategic Planning
Financial Analysis
Financial Services
Equities
Certification
Colleagues
Manny Santiago
Compliance Chief Information Officer
Thomas Riordan
Chief Information Officer
Leon Molokie Jr.
Chief Operations Officer
Michael Negley
Deputy Chief Information Security Officer | CRC
Steven Oppenheim
owner oppenheim travel
Other Named Dan Scannell
Frequently asked questions
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Dan Scannell's social media include: Linkedin,
Dan Scannell works for Oppenheimer & Co. Inc.
Dan Scannell's role in Oppenheimer & Co. Inc. is Managing Director
Dan Scannell works in the industry of Financial Services
Dan Scannell's colleagues are Manny Santiago,Thomas Riordan,Leon Molokie Jr.
Dan Scannell's latest job experience is Managing Director at Oppenheimer & Co. Inc.
Dan Scannell's latest education in Wake Forest University