Institutional Sales
CurrentResponsible for Institutional Sales in Midwest for Blueshift Research, LLC. Providing unique research product to institutional money managers, mutual funds, and hedge funds.
Jan 2014 - Present
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Dan Ward Email & Phone Number
Institutional Sales
at
Blueshift Research
1 work email found
@blueshiftideas.com
2 phones found area 415
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Institutional Sales
Location
Wilmette, Illinois, United States
Company size
Who is Dan Ward? Overview
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Quick answer
Dan Ward is listed as Institutional Sales at Blueshift Research, a with 19 employees, based in Wilmette, Illinois, United States. AeroLeads shows a work email signal at blueshiftideas.com, phone signal with area code 415, and a matched LinkedIn profile for Dan Ward.
Dan Ward previously worked as President at United Land Development Company and Sales/Equity Research Analyst at Otr-Off The Record Research. Dan Ward holds Bachelor Of Arts (B.A.) Magna Cum Laude, Spanish Language And Literature from Arizona State University.
Company email context
Email format at Blueshift Research
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{first}{last}@blueshiftideas.com
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AeroLeads found 1 current-domain work email signal for Dan Ward. Compare company email patterns before reaching out.
Profile bio
About Dan Ward
Intensely focused sales professional, dedicated to driving and reaching individual as well as company goals.
Listed skills include Investments, Sales, Real Estate Transactions, Real Estate, and 25 others.
Current workplace
Dan Ward's current company
Company context helps verify the profile and gives searchers a useful next step.
Blueshift Research
5 roles
Dan Ward work experience
A career timeline built from the work history available for this profile.
President
United Land Development Company
Managed, analyzed, and procured commercial real estate investment portfolio. Analyzed commercial real estate investments, performed discounted cash flow models, Internal rates of return, cash on cash return, tax implications and model sustainability. Worked closely with municipal authorities including City of Madison and Dane County, taking several complex projects through entitlement processes. Evaluated warranted Tax Incremental Finance projects.
Jan 2005 - Jan 2014
Sales/Equity Research Analyst
Responsible for growing nationwide account base for Institutional Equity Research Firm. Clients included Institutional Money Managers, Hedge Funds, Academic Institutions, and Private Wealth Managers. Firm grew sales to $40 million. Sold and delivered equity research to institutional money managers, working closely with them to analyze actionable trades in equity markets.
Jun 1998 - Dec 2004
Internal Wholesaler
Pilgrim America Mutual Funds
Wholesaled Mutual Funds taking territory from zero to over $3 million in annual sales. Responsible for growing East Coast account base, making presentations to retail brokerages detailing advantages of our fund complex, worked with retail stock brokers to help them grow their client list as well as increase assets under management through direct client contact, seminars, and one on one presentations.
Jun 1996 - Nov 1997
Personal Banker
Comerica Bank
Responsible for selling banking and financial products to existing and new bank customers. Top sales performer across multiple product lines.
Apr 1994 - Apr 1996
Team & coworkers
Colleagues at Blueshift Research
Other employees you can reach at blueshiftideas.com. View company contacts for 19 employees →
JL
Jessica Lipscomb
Colleague at Blueshift ResearchNeedham, Massachusetts, United States
View →
WB
William Barker
Colleague at Blueshift ResearchNew York, United States
View →
LG
Lindsay Gadsby
Colleague at Blueshift ResearchSan Diego, California, United States
View →
TS
Tina Strasser
Colleague at Blueshift ResearchMilwaukee, Wisconsin, United States
View →
IB
Isabel Bernabé
Colleague at Blueshift ResearchMadrid, Community Of Madrid, Spain
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Jessica Lipscomb
Colleague at Blueshift ResearchNeedham, Massachusetts, United States
View →
WB
William Barker
Colleague at Blueshift ResearchNew York, United States
View →
LG
Lindsay Gadsby
Colleague at Blueshift ResearchSan Diego, California, United States
View →
TS
Tina Strasser
Colleague at Blueshift ResearchMilwaukee, Wisconsin, United States
View →
IB
Isabel Bernabé
Colleague at Blueshift ResearchMadrid, Community Of Madrid, Spain
View →
2 education records
Dan Ward education
Bachelor Of Arts (B.A.) Magna Cum Laude, Spanish Language And Literature
Intensive Spanish Language Program, Spanish Language And Literature
Boston University
FAQ
Frequently asked questions about Dan Ward
Quick answers generated from the profile data available on this page.
What company does Dan Ward work for?
Dan Ward works for Blueshift Research.
What is Dan Ward's role at Blueshift Research?
Dan Ward is listed as Institutional Sales at Blueshift Research.
What is Dan Ward's email address?
AeroLeads has found 1 work email signal at @blueshiftideas.com for Dan Ward at Blueshift Research.
What is Dan Ward's phone number?
AeroLeads has found 2 phone signal(s) with area code 415 for Dan Ward at Blueshift Research.
Where is Dan Ward based?
Dan Ward is based in Wilmette, Illinois, United States while working with Blueshift Research.
What companies has Dan Ward worked for?
Dan Ward has worked for Blueshift Research, United Land Development Company, Otr-Off The Record Research, Pilgrim America Mutual Funds, and Comerica Bank.
Who are Dan Ward's colleagues at Blueshift Research?
Dan Ward's colleagues at Blueshift Research include Jessica Lipscomb, William Barker, Lindsay Gadsby, Tina Strasser, and Isabel Bernabé.
How can I contact Dan Ward?
You can use AeroLeads to view verified contact signals for Dan Ward at Blueshift Research, including work email, phone, and LinkedIn data when available.
What schools did Dan Ward attend?
Dan Ward holds Bachelor Of Arts (B.A.) Magna Cum Laude, Spanish Language And Literature from Arizona State University.
What skills is Dan Ward known for?
Dan Ward is listed with skills including Investments, Sales, Real Estate Transactions, Real Estate, Valuation, Location Intelligence, Selling, and New Business Development.
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