Dan Baxter

Dan Baxter Email and Phone Number

Tax Associate with Ritholtz Wealth Management @ Ritholtz Wealth Management
new york, united states
Dan Baxter's Location
Exton, Pennsylvania, United States, United States
About Dan Baxter

Dan Baxter is a Tax Associate with Ritholtz Wealth Management at Ritholtz Wealth Management.

Dan Baxter's Current Company Details
Ritholtz Wealth Management

Ritholtz Wealth Management

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Tax Associate with Ritholtz Wealth Management
new york, united states
Website:
ritholtzwealth.com
Employees:
30
Dan Baxter Work Experience Details
  • Ritholtz Wealth Management
    Tax Associate
    Ritholtz Wealth Management Dec 2024 - Present
    View
  • Vanguard
    Sd Plus Client Representative
    Vanguard May 2024 - Dec 2024
    Malvern, Pennsylvania, United States
    Handle HNW clients requests across all account Investment and Retirement topics taking ownership on more complex situations and acting as a single point of contact for clients.
    View
  • Vanguard
    Investment Orders Representative
    Vanguard May 2023 - May 2024
    Malvern, Pennsylvania, United States
    Handled In-bound phone for Vanguards Investments phone lines. Facilitated the placing of equity orders and incoming and outgoing wires.
    View
  • Vanguard
    Client Relationship Associate
    Vanguard Oct 2022 - May 2023
    Malvern, Pennsylvania, United States
    Obtained Series 7 and 63 licenses, passed SIE pre onboarding. In this role assisted clients with Trading Mutual Funds and other clerical topics as they came up.
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  • Trek Bicycle
    Service Manager
    Trek Bicycle Oct 2018 - Oct 2022
    Wayne, Pennsylvania, United States
    View
  • Trek Bicycle
    Store Manager
    Trek Bicycle Mar 2018 - Sep 2018
    Exton, Pennsylvania, United States
    View
  • Trek Bicycle
    Sales Lead
    Trek Bicycle Jun 2017 - Mar 2018
    Exton, Pennsylvania, United States
    View
  • National Interscholastic Cycling Association (Nica)
    Assistant Coach
    National Interscholastic Cycling Association (Nica) Mar 2018 - Jun 2018
    West Chester, Pennsylvania, United States
    Assistant coach for Henderson Mountain Bike Club. Helped run practices throughout local trail network and coach riders.
    View

Dan Baxter Education Details

Frequently Asked Questions about Dan Baxter

What company does Dan Baxter work for?

Dan Baxter works for Ritholtz Wealth Management

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

Dan Baxter's current role is Tax Associate with Ritholtz Wealth Management.

What schools did Dan Baxter attend?

Dan Baxter attended Wilmington University, Delaware County Community College.

Who are Dan Baxter's colleagues?

Dan Baxter's colleagues are Michelle (Meacham) Katzen, Cfp®, Cdfa®, Brian Rosen, Dom Bova, Cfp®, Ea, Bill Artzerounian, Cfp®, Cpa, Colleen Parker, Andrea Diltz, Lisa Paul.

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