Financial Advisor
Sep 2023 - Oct 2024
AeroLeads people directory · profile
Dan Ebert Email & Phone Number
Financial Advisor
1 work email found
@morganstanley.com
LinkedIn matched
4 data sources
Profile completeness 86%
Role
Financial Advisor
Location
Kerrville, Texas, United States
Who is Dan Ebert? Overview
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Quick answer
Dan Ebert is listed as Financial Advisor based in Kerrville, Texas, United States. AeroLeads shows a work email signal at morganstanley.com and a matched LinkedIn profile for Dan Ebert.
Dan Ebert previously worked as Financial Advisor at Ameriprise Financial Services, Llc and Private Client Advisor | Vice President - Investments at Jp Morgan Chase Bank N.A.. Dan Ebert holds Mba from Northwestern University - Kellogg School Of Management.
Company email context
Email format at morganstanley.com
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{first}.{last}@morganstanley.com
86% confidence
AeroLeads found 1 current-domain work email signal for Dan Ebert. Compare company email patterns before reaching out.
Profile bio
About Dan Ebert
Dan Ebert is a Financial Advisor.
Listed skills include Financial Services, Services, and Purchasing.
10 roles · 31 years
Dan Ebert work experience
A career timeline built from the work history available for this profile.
Private Client Advisor | Vice President - Investments
Jp Morgan Chase Bank N.A.
Dec 2018 - Sep 2023
Financial Advisor
Morgan Stanley
© 2015 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not.
Jul 2015 - Dec 2018
Business Advisor
Kelm Financial Services
Founded in 1987, Kelm Financial Services specializes in providing financial solutions in the following areas: Solutions for Individuals and Families:Estate PlanningRetirement & Tax Bracket Planning Life Insurance & Trust Due Diligence Charitable Giving StrategiesSolutions for Small Business Owners:Executive Bonus PlansRetirement & Tax Bracket.
May 2014 - Jun 2015
Managing Director
Quartz Mountain Capital Llc
Quartz Mountain Capital LLC is a private equity investment firm focused on the acqusition and disposition of non-performing mortgage notes. Our first investment fund was launched in the fall of 2012.In December 2014, all Fund 1 assets were sold to a larger real estate investment fund.
Jul 2012 - Dec 2014
President & Coo
Iron Gate Equity Group Llc
President, COO and co-founder of Iron Gate Equity Group LLC and affillitated companies. We are a commercial real estate investment and syndication company, currently focused on investments in the self storage industry.In 2014, the remaining self storage investments were sold and capital was returned to investors.
Nov 2008 - Dec 2014
Vp, Supply Chain & Cust Svc
Jun 2003 - Oct 2008
Director Of Procurement
May 2002 - May 2003
Manager
1995 - 2003
~8 yrs
Process Engineer
Jun 1988 - Aug 1992
2 education records
Dan Ebert education
Mba
Northwestern University - Kellogg School Of Management
Bs, Electrical Engineering
The University Of Texas At Arlington
FAQ
Frequently asked questions about Dan Ebert
Quick answers generated from the profile data available on this page.
What is Dan Ebert's role at their current company?
Dan Ebert is listed as Financial Advisor.
What is Dan Ebert's email address?
AeroLeads has found 1 work email signal at @morganstanley.com for Dan Ebert.
Where is Dan Ebert based?
Dan Ebert is based in Kerrville, Texas, United States.
What companies has Dan Ebert worked for?
Dan Ebert has worked for Ameriprise Financial Services, Llc, Jp Morgan Chase Bank N.A., Morgan Stanley, Kelm Financial Services, and Quartz Mountain Capital Llc.
How can I contact Dan Ebert?
You can use AeroLeads to view verified contact signals for Dan Ebert, including work email, phone, and LinkedIn data when available.
What schools did Dan Ebert attend?
Dan Ebert holds Mba from Northwestern University - Kellogg School Of Management.
What skills is Dan Ebert known for?
Dan Ebert is listed with skills including Financial Services, Services, and Purchasing.
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