Dan Henken, Cfa

Dan Henken, Cfa Email and Phone Number

Seasoned Investment Professional - Impactful Leader - Dynamic Speaker - Effective Teammate @ ClearPoint Federal Bank & Trust
Dan Henken, Cfa's Location
Greater Minneapolis-St. Paul Area, United States, United States
Dan Henken, Cfa's Contact Details

Dan Henken, Cfa personal email

Dan Henken, Cfa phone numbers

About Dan Henken, Cfa

Driven, hardworking professional with a proven track record of success. Possesses significant experience in investment analysis, financial modeling, portfolio construction, business development, and risk assessment. Proven leader, who communicates easily with others and understands the benefits of a collaborative work environment. A critical thinker who is dedicated to lifelong learning and improvement within the field of finance and investments. An active member of the community, who coaches high school football, serves on various boards and volunteers time to numerous organizations.

Dan Henken, Cfa's Current Company Details
ClearPoint Federal Bank & Trust

Clearpoint Federal Bank & Trust

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Seasoned Investment Professional - Impactful Leader - Dynamic Speaker - Effective Teammate
Dan Henken, Cfa Work Experience Details
  • Clearpoint Federal Bank & Trust
    Vice President - Investment Management
    Clearpoint Federal Bank & Trust May 2023 - Present
    Batesville, In, Us
  • Cumberland High School
    Head Football Coach
    Cumberland High School Apr 2024 - Present
  • Northwood/Solon Springs
    Head Football Coach
    Northwood/Solon Springs Jul 2023 - Mar 2024
  • Blue Cross And Blue Shield Of Minnesota
    Director - Investment & Treasury Risk
    Blue Cross And Blue Shield Of Minnesota Aug 2022 - May 2023
    Eagan, Mn, Us
  • Cameron High School
    Head Football Coach
    Cameron High School Feb 2020 - Jan 2023
  • Securian Asset Management
    Vice President & Portfolio Manager
    Securian Asset Management Jul 2010 - Jun 2022
    St. Paul, Mn, Us
    • Co-Portfolio manager for the highly rated Delaware Ivy Securian Core Bond Fund (Ticker: IVBIX)• 36 basis points of annual excess return against the Bloomberg Universal Index during tenure as manager• Responsible for $3 billion of investment grade and $350 million of high-yield bonds• Manage institutional and insurance mandates across the yield curve (cash management to long duration)• Launched new Strategic Credit Income Strategy (core plus) and delivered world-class performance• Nationally recognized expert in fixed income (featured on Bloomberg Radio and Fox Business News)• Produced investment commentary for clients, the firm, and articles in industry publications• Led interactions and investment messaging with institutional consultants and national account relationships
  • High School
    Football Coach
    High School Mar 2011 - Feb 2019
  • Securian Financial Group
    Senior Investment Research Consultant
    Securian Financial Group 2008 - Jul 2010
    St. Paul, Minnesota, Us
    • Led due diligence on multiple sub-asset classes within model investment portfolios• Produced weekly market commentary and organized quarterly investment conference calls• Developed qualitative framework to augment comprehensive research process• Delivered presentations to financial advisors on developments in the economy and financial markets
  • Capital Formation Strategies, Inc.
    Principal
    Capital Formation Strategies, Inc. 2005 - 2008
  • Wells Capital Management
    Regional Analyst
    Wells Capital Management 2004 - 2005
  • Strong Capital Management
    Investment Consultant
    Strong Capital Management 2002 - 2004

Dan Henken, Cfa Skills

Investments Portfolio Management Series 7 Securities Alternative Investments Asset Management Mutual Funds Fixed Income Due Diligence Equities Bloomberg Asset Allocation Financial Services Leadership Collaborative Leadership Public Speaking Coaching Microsoft Office Factset Investment Policy Account Management Customer Relationship Management Team Building

Dan Henken, Cfa Education Details

  • Ripon College
    Ripon College
    Business Administration
  • University Of Wisconsin-Milwaukee
    University Of Wisconsin-Milwaukee
    Investment Management
  • Cfa Institute
    Cfa Institute
    Cfa Charterholder

Frequently Asked Questions about Dan Henken, Cfa

What company does Dan Henken, Cfa work for?

Dan Henken, Cfa works for Clearpoint Federal Bank & Trust

What is Dan Henken, Cfa's role at the current company?

Dan Henken, Cfa's current role is Seasoned Investment Professional - Impactful Leader - Dynamic Speaker - Effective Teammate.

What is Dan Henken, Cfa's email address?

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What is Dan Henken, Cfa's direct phone number?

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What schools did Dan Henken, Cfa attend?

Dan Henken, Cfa attended Ripon College, University Of Wisconsin-Milwaukee, Cfa Institute.

What skills is Dan Henken, Cfa known for?

Dan Henken, Cfa has skills like Investments, Portfolio Management, Series 7, Securities, Alternative Investments, Asset Management, Mutual Funds, Fixed Income, Due Diligence, Equities, Bloomberg, Asset Allocation.

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