AeroLeads people directory · profile
Dan Monroe Email & Phone Number
Director, Asset Management
at
The Forum Group
1 work email found
@schwab.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Director, Asset Management
Location
Greater Minneapolis-St. Paul Area, United States, United States
Who is Dan Monroe? Overview
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Quick answer
Dan Monroe is listed as Director, Asset Management at The Forum Group, based in Greater Minneapolis-St. Paul Area, United States, United States. AeroLeads shows a work email signal at schwab.com and a matched LinkedIn profile for Dan Monroe.
Dan Monroe previously worked as Vice President - Wealth Management at Stevendouglas and Vice President, Client Success | Financial Services Practice Lead at Trisearch. Dan Monroe holds Ma, Western Classics Literature/Philosophy from St. John'S College.
Company email context
Email format at The Forum Group
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{first_initial}{last}@schwab.com
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Profile bio
About Dan Monroe
I am a Vice President of Wealth Management at Steven Douglas. With over 20 years of experience in executive recruiting and talent solutions, I have a deep tenure in financial services and a unique approach of connecting amazing organizations with tremendous talent, always remembering that we are people first.My core competencies include partnering with senior leaders to identify how changes in business strategy impact talent needs, guiding talent acquisition teams to provide strategic recruiting plans, and leading talent acquisition teams in generating innovative ideas and leveraging resources. I also have a passion for philosophical thinking and mindfulness, which I apply to my work and share with others through teaching, speaking engagements, and writing. My mission is to deliver exceptional candidate and client experiences and to empower individuals and teams to achieve their professional and personal goals.
Listed skills include Executive Search, Financial Services, Capital Markets, Research, and 27 others.
Current workplace
Dan Monroe's current company
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11 roles
Dan Monroe work experience
A career timeline built from the work history available for this profile.
Vice President - Wealth Management
CurrentWith 20 years of experience in recruiting for top Financial Services firms in the U.S., I have specialized in Capital Markets, Investment Banking, Broker-Dealer sectors, Wealth Management, and RIAs. My focus includes Select Advisory, Portfolio Management, Compliance, Business Development, Relationship Management, Retirement Services, Wealth Planning, and.
Sep 2024 - Present
Vice President, Client Success | Financial Services Practice Lead
TriSearch is an International full-service talent acquisition firm that helps clients fill roles and improve their internal recruiting operations. Recognized by Forbes and Hunt Scanlon as a Top Nationwide Recruitment Firm, TriSearch provides Customized Partnership Recruiting for filling multiple roles at all levels, Targeted Single Search, and Recruitment.
Nov 2022 - Sep 2024
Visiting Instructor
Partner with and Lecture for CSU's College of Business and HR track students in undergraduate studies and graduate programs with an emphasis on interacting with recruiters and Financial Services organizations, interviewing and branding awareness, and negotiation and market intel as it relates to compensation and human resources; presenting with a strong.
Jun 2014 - Aug 2024
Sr. Manager, Talent Acquisition
- As a Senior Manager of Talent Acquisition, I lead a team of talent acquisition professionals in delivering innovative recruiting solutions for the entire enterprise of Charles Schwab & Co. Talent Consulting Specialties:
- Partnering with senior leaders to identify how changes in business strategy impact talent needs
- Guide talent acquisition team to provide strategic recruiting plans for their assigned business groups, based on strategic priorities, business needs and workforce plans
- Lead talent acquisition team in generating innovative ideas, leveraging resources, and sharing information to develop effective sourcing strategies and candidate profiles
Aug 2020 - Oct 2022
Senior Executive Talent Advisor - Manager
Senior Executive Recruiter for Charles Schwab & Company responsible for helping the firm find the best talent to meet its mission and goals. The position manages the employment brand as well as the hiring manager and candidate experience on assignments across all facets of the firm.
Feb 2019 - Aug 2020
Executive Talent Advisor
Support executive recruiting for Charles Schwab as a full cycle executive recruiting advisor advocating for business leadership in proactive candidate relationship management, candidate development, employment brand management and the candidate experience on assignments across all facets of the firm at the officer level.Manage full cycle recruiting from.
Jan 2015 - Feb 2019
Research Analyst
Aug 2013 - Jan 2015
Practice Analyst Financial Services
Proactively and reactively research Global Financial Services with a primary emphasis on Real Estate, Asset/Wealth Management, Investment Banking and Global Banking and Markets.This position requires comprehensive knowledge of the North American financial services industry and contingent trends, translating trends, and preparing all pertinent information.
Jun 2006 - Aug 2013
Practice Analyst - India
Assisted in cultural establishment of SS office in Mumbai from Santa Fe: used personal and professional knowledge of customs and culture-specific protocol which I translated to documents that were distributed firm-wide to assist fellow analysts and associates when dealing with clients and colleagues in Mumbai and India abroad.
Jan 2006 - Jun 2006
Editor And Formal Contributor
The Santa Fe V.I.P.
Regular contributor to the social and tourism site, www.thesantafevip.com where I covered local and national politics, college lectures, public book readings, interviewed comedians, actors, activists, writers, and artists.As part of my connection with The V.I.P., I hosted the notorious Poetica night at the Historic El Farol on Canyon Road in Santa Fe.
Feb 2010 - Mar 2012
3 education records
Dan Monroe education
Ma, Western Classics Literature/Philosophy
St. John'S College
Ba, Philosophy, Psychology
University Of Wisconsin-La Crosse
Education record
Burnsville Senior High School
FAQ
Frequently asked questions about Dan Monroe
Quick answers generated from the profile data available on this page.
What company does Dan Monroe work for?
Dan Monroe works for The Forum Group.
What is Dan Monroe's role at The Forum Group?
Dan Monroe is listed as Director, Asset Management at The Forum Group.
What is Dan Monroe's email address?
AeroLeads has found 1 work email signal at @schwab.com for Dan Monroe at The Forum Group.
Where is Dan Monroe based?
Dan Monroe is based in Greater Minneapolis-St. Paul Area, United States, United States while working with The Forum Group.
What companies has Dan Monroe worked for?
Dan Monroe has worked for The Forum Group, Stevendouglas, Trisearch, Colorado State University, and Charles Schwab.
How can I contact Dan Monroe?
You can use AeroLeads to view verified contact signals for Dan Monroe at The Forum Group, including work email, phone, and LinkedIn data when available.
What schools did Dan Monroe attend?
Dan Monroe holds Ma, Western Classics Literature/Philosophy from St. John'S College.
What skills is Dan Monroe known for?
Dan Monroe is listed with skills including Executive Search, Financial Services, Capital Markets, Research, Talent Acquisition, Investment Banking, Venture Capital, and Management Consulting.
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