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Dan Baxter Email & Phone Number

Tax Associate with Ritholtz Wealth Management at Ritholtz Wealth Management
Location: Exton, Pennsylvania, United States 8 work roles 2 schools
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✓ Verified Jun 2026 3 data sources Profile completeness 86%

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Current company
Ritholtz Wealth Management
Role
Tax Associate with Ritholtz Wealth Management
Location
Exton, Pennsylvania, United States
Company size
30 employees

Who is Dan Baxter? Overview

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Quick answer

Dan Baxter is listed as Tax Associate with Ritholtz Wealth Management at Ritholtz Wealth Management, a company with 30 employees, based in Exton, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Dan Baxter.

Dan Baxter previously worked as Tax Associate at Ritholtz Wealth Management and SD Plus Client Representative at Vanguard. Dan Baxter holds Bachelor Of Science - Bs, Finance, General from Wilmington University.

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Ritholtz Wealth Management

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About Dan Baxter

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

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Dan Baxter's current company

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Ritholtz Wealth Management
Ritholtz Wealth Management
Tax Associate with Ritholtz Wealth Management
new york, united states
Website
ritholtzwealth.com
Employees
30
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8 roles

Dan Baxter work experience

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Sd Plus Client Representative

Vanguard

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.

May 2024 - Dec 2024

Investment Orders Representative

Vanguard

Malvern, Pennsylvania, United States

Handled In-bound phone for Vanguards Investments phone lines. Facilitated the placing of equity orders and incoming and outgoing wires.

May 2023 - May 2024

Client Relationship Associate

Vanguard

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.

Oct 2022 - May 2023

Service Manager

Trek Bicycle

Wayne, Pennsylvania, United States

Oct 2018 - Oct 2022

Store Manager

Trek Bicycle

Exton, Pennsylvania, United States

Mar 2018 - Sep 2018

Sales Lead

Trek Bicycle

Exton, Pennsylvania, United States

Jun 2017 - Mar 2018
Team & coworkers

Colleagues at Ritholtz Wealth Management

Other employees you can reach at ritholtzwealth.com. View company contacts for 30 employees →

MR Mindy R. Giles, Almi, Acs Mindy R. Giles, Almi, Acs Colleague at Ritholtz Wealth ManagementDavidson, North Carolina, United States, United States View → BC Ben Carlson, Cfa Ben Carlson, Cfa Colleague at Ritholtz Wealth ManagementGrand Rapids, Michigan, United States, United States View → AM Alex Messer Alex Messer Colleague at Ritholtz Wealth ManagementNew York, New York, United States, United States View → AG Adam Gock Adam Gock Colleague at Ritholtz Wealth ManagementGreater Chicago Area, United States View → MP Matthew Papandrea, Cfp® Matthew Papandrea, Cfp® Colleague at Ritholtz Wealth ManagementCharlotte Metro, United States View → KC Kyla Candelaria Kyla Candelaria Colleague at Ritholtz Wealth ManagementOrange, California, United States, United States View → CC Catalina Castillo Catalina Castillo Colleague at Ritholtz Wealth ManagementNew York, New York, United States, United States View → PS Patrick Schwendeman, Cfp® Patrick Schwendeman, Cfp® Colleague at Ritholtz Wealth ManagementLexington, Kentucky, United States, United States View → AB Alan Brockhaus, Cfp® Alan Brockhaus, Cfp® Colleague at Ritholtz Wealth ManagementGreater New Orleans Region, United States View → DH Duncan H. Duncan H. Colleague at Ritholtz Wealth ManagementNew York City Metropolitan Area, United States View →
2 education records

Dan Baxter education

FAQ

Frequently asked questions about Dan Baxter

Quick answers generated from the profile data available on this page.

What company does Dan Baxter work for?

Dan Baxter works for Ritholtz Wealth Management.

What is Dan Baxter's role at Ritholtz Wealth Management?

Dan Baxter is listed as Tax Associate with Ritholtz Wealth Management at Ritholtz Wealth Management.

Where is Dan Baxter based?

Dan Baxter is based in Exton, Pennsylvania, United States while working with Ritholtz Wealth Management.

What companies has Dan Baxter worked for?

Dan Baxter has worked for Ritholtz Wealth Management, Vanguard, Trek Bicycle, and National Interscholastic Cycling Association (Nica).

Who are Dan Baxter's colleagues at Ritholtz Wealth Management?

Dan Baxter's colleagues at Ritholtz Wealth Management include Mindy R. Giles, Almi, Acs, Ben Carlson, Cfa, Alex Messer, Adam Gock, and Matthew Papandrea, Cfp®.

How can I contact Dan Baxter?

You can use AeroLeads to view verified contact signals for Dan Baxter at Ritholtz Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Dan Baxter attend?

Dan Baxter holds Bachelor Of Science - Bs, Finance, General from Wilmington University.

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