Dan Waggoner Email and Phone Number
Dan Waggoner work email
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Dan Waggoner personal email
Institutional Equity Salesman with DA Davidson Equity Capital Markets. Passionate about financial markets, relationship development/growth, and consistent pursuit of assisting institutional investors in achieving their goals. Received a Bachelor of Science in Business (BSB) from the Curtis L. Carlson School of Management majoring in Finance in the Spring of 2018.
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Senior Vice President Institutional SalesD.A. Davidson Equity Capital Markets May 2022 - PresentPlymouth, Minnesota, United States -
Vice President, Institutional Equity SalesColliers International Jun 2020 - May 2022Minneapolis, Minnesota, United StatesColliers Securities (Formerly Dougherty & Company) is a boutique investment bank located in Minneapolis, MN. Colliers is a full service sales, research, trading, and investment banking business specializing in the coverage of small to mid-cap stocks in numerous business sectors. - Work with investment fund managers (Hedge Funds, Long Only Funds, Pension/Endowment funds, and Registered Investment Advisors "RIAs") to find the best equities to add to their portfolios given their respective investment strategies. - Wear both a sales, and an analytical hat to understand our research analysts thesis on a stock in order to communicate the opportunity in a concise manner. - Liaison between investment managers and our analysts, trading desk, and corporate management of companies we conduct research on.- Deep understanding of financial markets. -
Vice President Institutional Equity SalesDougherty & Company Llc Jan 2019 - Jun 2020Greater Minneapolis-St. Paul Area -
AnalystMmx Management Llc May 2018 - Oct 2018Wayzata, MnMMX Managament is an alternative investment advisory and capital raising firm that gave me a temporary, post graduation, opportunity in Wayzata, MN. - Worked with the Deal Manager in content creation for investment fund's marketing materials. - Conducted deep due diligence on private equity, venture capital, and hedge funds to find the best possible clients for MMX. - Assisted the Deal Manager in keeping detailed records of all interactions MMX had with institutional investors. - Utilized various databases to identify the best possible institutional investors for MMX's clients. -
Equity Research AnalystProvenire Capital Llc May 2017 - May 2018Minneapolis, MinnesotaAssisted PM in covering multiple spaces in the technology, media, and telecommunications sectors. Analyzed companies thoroughly to ultimately give thoughts on future outlook. Spaces covered:- Interactive Entertainment Industry- Smart Speaker Industry- Financial Data Services Industry- Robotic Cleaning Devise Industry Loosely Covered:- Autonomous Vehicles- Semiconductor Industry- Cloud Based ServicesAlso helped marketing of the fund by redesigning website, setting up social media platforms, and helping with investor relations. -
Co-Fund ManagerUniversity Mutual Llc Dec 2016 - May 2018University Of MinnesotaOne of 10 active students managing a mutual fund with 25 student investors. University Mutual LLC was an investment club started by University of Minnesota students to learn about investing in equities. Although a club, it was a fully functioning mutual fund in search of learning experiences, as well as alpha generation. I was one of the active members who served as an idea generator, stock pitcher, and portfolio manager. We also had passive investors who were purely investors in the fund trying to learn more about investing. The fund was fully funded by its active and passive student investors. Key Experience:- Stock Pitching- Equity Research- Collaboration and Portfolio Management
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CaddieSpring Hill Golf Club Aug 2016 - May 2018Wayzata MinnesotaManage golfers bag, game, and overall experience while on the golf course. Help golfers with course knowledge, as well as their game in every way possible. Leaving the golfers with a good experience and impression of the golf course was our number one priority. -
Evans Scholar CaddieHazeltine National Golf Club May 2013 - Oct 2017Responsible for managing golfers golf game and bag before, during, and after a round of golf. Help golfers have the best experience possible while out on the golf course. Also help look out for younger more inexperienced caddies throughout the round helping/teaching them how to be the best they can be. -
Loan AnalystSterling State Bank Feb 2017 - May 2017Rochester, MinnesotaAnalyzed small businesses in the process of applying for loans from Sterling State Banks. Utilized knowledge of financial statements to determine how qualified the seeking businesses were in paying back loans. Ultimately gave view on the businesses and whether or not they qualified for the loan they were seeking.
Dan Waggoner Education Details
Frequently Asked Questions about Dan Waggoner
What company does Dan Waggoner work for?
Dan Waggoner works for D.a. Davidson Equity Capital Markets
What is Dan Waggoner's role at the current company?
Dan Waggoner's current role is Senior Vice President, Institutional Sales.
What is Dan Waggoner's email address?
Dan Waggoner's email address is da****@****ers.com
What schools did Dan Waggoner attend?
Dan Waggoner attended University Of Minnesota - Carlson School Of Management.
Not the Dan Waggoner you were looking for?
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Dan Waggoner
Helping Growth-Driven Businesses Succeed | Saas Sales | Skilled TradesRaleigh-Durham-Chapel Hill Area -
3gmail.com, yahoo.com, gmail.com
1 +150982XXXXX
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Dan Waggoner
Decatur, Tx2simmonsbank.com, us.gt2 +128196XXXXX
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2halliburton.com, halliburton.com
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