Dan Monroe

Dan Monroe Email and Phone Number

Director, Asset Management @ The Forum Group
Saint Paul, MN, US
Dan Monroe's Location
Greater Minneapolis-St. Paul Area, United States, United States
Dan Monroe's Contact Details

Dan Monroe personal email

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.

Dan Monroe's Current Company Details
The Forum Group

The Forum Group

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Director, Asset Management
Saint Paul, MN, US
Dan Monroe Work Experience Details
  • The Forum Group
    Director, Asset Management
    The Forum Group
    Saint Paul, Mn, Us
  • Stevendouglas
    Vice President - Wealth Management
    Stevendouglas Sep 2024 - Present
    Sunrise, Fl, Us
    With 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 Client Services - most of which have been at the executive level. I believe in building strong partnerships with clients and candidates, grounded in trust and aimed at long-term success. I’m committed to understanding your unique needs and priorities to provide tailored, effective solutions that result in lasting relationships.
  • Trisearch
    Vice President, Client Success | Financial Services Practice Lead
    Trisearch Nov 2022 - Sep 2024
    Denver, Colorado, Us
    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 Enablement Solutions. TriSearch offers customizable and scalable talent solutions that focus on a client’s specific requirements. TriSearch places professionals at all levels and across all functional areas, throughout the United States, Canada, and Europe. For more information, please visit www.trisearch.com or reach out to Teamwork@trisearch.com.
  • Colorado State University
    Visiting Instructor
    Colorado State University Jun 2014 - Aug 2024
    Fort Collins, Co, Us
    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 focus on the philosophical components of ethics, human interactions, self awareness and the importance of the existential self within the paradigm of professional work settings and how we navigate through them.Keynote speaker for CSU's annual Honors Society dinner and annual Women in Business Summit. Judge at annual Business Ethics Case Competition
  • Charles Schwab
    Sr. Manager, Talent Acquisition
    Charles Schwab Aug 2020 - Oct 2022
    Westlake, Texas, Us
    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
  • Charles Schwab
    Senior Executive Talent Advisor - Manager
    Charles Schwab Feb 2019 - Aug 2020
    Westlake, Texas, Us
    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.
  • Charles Schwab
    Executive Talent Advisor
    Charles Schwab Jan 2015 - Feb 2019
    Westlake, Texas, Us
    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 job spec creation and role leveling to interview coaching and offer negotiation; firm-wide pipeline creation and management; train recruiters on interview techniques, candidate nurturing as well as career coaching warm and cold leads.
  • Spencer Stuart
    Research Analyst
    Spencer Stuart Aug 2013 - Jan 2015
    Chicago, Il, Us
  • Spencer Stuart
    Practice Analyst Financial Services
    Spencer Stuart Jun 2006 - Aug 2013
    Chicago, Il, Us
    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 into various MS Word, Excel, and Power Point presentations in order to best prepare company associates and consultants when meeting with potential clients.Comprehensive knowledge of internet research. Using Nexis, Google, Hoovers, and Factiva in order to gather hard-to-find information throughout the web in short periods of time while organizing details for multiple simultaneous projects in order to meet various project deadlines.From 2007 to 2009, lead a team of three analysts: delegating work and various assignments, making schedules and training them in the Financial Services field.
  • Spencer Stuart
    Practice Analyst - India
    Spencer Stuart Jan 2006 - Jun 2006
    Chicago, Il, Us
    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.
  • The Santa Fe V.I.P.
    Editor And Formal Contributor
    The Santa Fe V.I.P. Feb 2010 - Mar 2012
    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.

Dan Monroe Skills

Executive Search Financial Services Capital Markets Research Talent Acquisition Investment Banking Venture Capital Management Consulting Factiva Knowledge Management Entrepreneurship Human Condition Published Author Private Equity Banking Professional Services Fortune 500 Leveraged Finance Financial Sponsors Mental Health Compassion Buddhist Studies Federal Reserve Negotiation Philosophy Recruiting Executive Recruiting Lecturing Diversity And Inclusion Ethics Business Ethics

Dan Monroe Education Details

  • St. John'S College
    St. John'S College
    Western Classics Literature/Philosophy
  • University Of Wisconsin-La Crosse
    University Of Wisconsin-La Crosse
    Psychology
  • Burnsville Senior High School
    Burnsville Senior High School

Frequently Asked Questions about Dan Monroe

What company does Dan Monroe work for?

Dan Monroe works for The Forum Group

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

Dan Monroe's current role is Director, Asset Management.

What is Dan Monroe's email address?

Dan Monroe's email address is dr****@****ail.com

What schools did Dan Monroe attend?

Dan Monroe attended St. John's College, University Of Wisconsin-La Crosse, Burnsville Senior High School.

What are some of Dan Monroe's interests?

Dan Monroe has interest in Children.

What skills is Dan Monroe known for?

Dan Monroe has skills like Executive Search, Financial Services, Capital Markets, Research, Talent Acquisition, Investment Banking, Venture Capital, Management Consulting, Factiva, Knowledge Management, Entrepreneurship, Human Condition.

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