Dan Mcgee

Dan Mcgee Email and Phone Number

Alternative Investments - National Accounts @ First Eagle Investments
Charlotte, NC, US
Dan Mcgee's Location
Charlotte, North Carolina, United States, United States
About Dan Mcgee

Experienced Sales/Distribution Management Executive. Sales, Sales Management and National Accounts. Retirement, insurance, asset management and alternatives.

Dan Mcgee's Current Company Details
First Eagle Investments

First Eagle Investments

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Alternative Investments - National Accounts
Charlotte, NC, US
Dan Mcgee Work Experience Details
  • First Eagle Investments
    Alternative Investments - National Accounts
    First Eagle Investments
    Charlotte, Nc, Us
  • Cim Group
    Managing Director, Private Wealth Partners
    Cim Group Nov 2022 - Present
    Los Angeles, Ca, Us
    Responsible for national sales within Private Wealth Partners Group. Collaborate with sales team to grow sales in the wealth/financial advisory channel(s). Coordinate with Strategic Relationships to broaden platform placement & development.Board member - "A Better World." Charlotte, NC
  • Barings
    Managing Director
    Barings Mar 2013 - Sep 2022
    Charlotte, North Carolina, Us
    Responsible for the U.S. Wealth & Sub-Advisory Group. Focus on broadening distribution for Barings traditional long only strategies and Barings private capital platforms (direct lending, global special situations, real estate & private equity) via wealth, sub-advisory and DC-IO channels. Manage field sales and platform development groups.
  • Principal Financial Group
    Vice President, Managing Director
    Principal Financial Group Jun 2002 - Mar 2013
    Des Moines, Iowa, Us
    Managed the Alliance/National Account team(s) at Principal Financial Group for all product groups including; retirement, mutual funds/SMA's, investment only (RIA, Bank Trust, Defined Contribution) & private real estate. In addition, responsible for a team of wholesalers focused on wirehouses and national broker/dealers.
  • Bt Financial Group (Principal Financial Group Affiliate)
    Senior Vice President, General Manager - Corporate Superanuation Group
    Bt Financial Group (Principal Financial Group Affiliate) Jan 2000 - Jun 2002
    Responsible for the Group Retirement Business ("Superanuation") at BT Financial Group (Principal Financial Group subsidiary). Managed all aspects of the business; sales, service, administration, marketing and operating earnings.
  • Principal Financial Group
    Regional Vice President
    Principal Financial Group Sep 1997 - Dec 1999
    Des Moines, Iowa, Us
    Responsible for 13 sales/service offices distributing group and retirement products thru financial advisors.

Dan Mcgee Skills

Wealth Management Mutual Funds Asset Management Alternative Investments Investments Management

Dan Mcgee Education Details

  • University Of Iowa
    University Of Iowa
    Business

Frequently Asked Questions about Dan Mcgee

What company does Dan Mcgee work for?

Dan Mcgee works for First Eagle Investments

What is Dan Mcgee's role at the current company?

Dan Mcgee's current role is Alternative Investments - National Accounts.

What is Dan Mcgee's email address?

Dan Mcgee's email address is da****@****ngs.com

What is Dan Mcgee's direct phone number?

Dan Mcgee's direct phone number is +161762*****

What schools did Dan Mcgee attend?

Dan Mcgee attended University Of Iowa.

What skills is Dan Mcgee known for?

Dan Mcgee has skills like Wealth Management, Mutual Funds, Asset Management, Alternative Investments, Investments, Management.

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