Dan Henken, Cfa Email and Phone Number
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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.
Clearpoint Federal Bank & Trust
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Vice President - Investment ManagementClearpoint Federal Bank & Trust May 2023 - PresentBatesville, In, Us -
Head Football CoachCumberland High School Apr 2024 - Present -
Head Football CoachNorthwood/Solon Springs Jul 2023 - Mar 2024
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Director - Investment & Treasury RiskBlue Cross And Blue Shield Of Minnesota Aug 2022 - May 2023Eagan, Mn, Us -
Head Football CoachCameron High School Feb 2020 - Jan 2023 -
Vice President & Portfolio ManagerSecurian Asset Management Jul 2010 - Jun 2022St. 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 -
Football CoachHigh School Mar 2011 - Feb 2019 -
Senior Investment Research ConsultantSecurian Financial Group 2008 - Jul 2010St. 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 -
PrincipalCapital Formation Strategies, Inc. 2005 - 2008
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Regional AnalystWells Capital Management 2004 - 2005
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Investment ConsultantStrong Capital Management 2002 - 2004
Dan Henken, Cfa Skills
Dan Henken, Cfa Education Details
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Ripon CollegeBusiness Administration -
University Of Wisconsin-MilwaukeeInvestment Management -
Cfa InstituteCfa 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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