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@bluecrestfa.com
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1 phone found area 972
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Daniel J. Drabinski, Cfa, Msfs, Aep, Cepa, Cmt, Cap, Ricp is listed as Certified Family Business Specialist | Certified Exit Planning Advisor | Retirement Income Certified Professional | Advanced Insurance Strategies to Family Offices & Private Equity | at Integrated Strategies, LLC, based in Dallas, Texas, United States. AeroLeads shows a work email signal at bluecrestfa.com, phone signal with area code 972, and a matched LinkedIn profile for Daniel J. Drabinski, Cfa, Msfs, Aep, Cepa, Cmt, Cap, Ricp.
Daniel J. Drabinski, Cfa, Msfs, Aep, Cepa, Cmt, Cap, Ricp previously worked as Founder, CEO at Integrated Strategies, Llc and Agency Managing Director of Business & Estate Planning at Bluecrest Financial Alliances. Daniel J. Drabinski, Cfa, Msfs, Aep, Cepa, Cmt, Cap, Ricp holds Bs, Corporate Finance/Investments (Minor-Economics) from Babson College.
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AeroLeads found 2 current-domain work email signals for Daniel J. Drabinski, Cfa, Msfs, Aep, Cepa, Cmt, Cap, Ricp. Compare company email patterns before reaching out.
Integrated Strategies, LLC is a Dallas-based boutique financial services firm serving Family Offices, Private Equity Firms & successful professionals with self-employment income. We offer fee-based consulting with comprehensive, forward-facing solutions. Consequently, we provide solutions centered around valuation considerations, exit and continuation options, employee recruiting and retention, transfer or consolidation strategies and succession planning. We provide total needs analysis through a network of experienced professionals with expertise in:✥ Planning ✥ Retirement analysis and programs✥ Estate strategies✥ Employee benefit and retention strategies ✥ Business continuation strategies ✥ Trust services Mr. Drabinski has over 24 years of experience in the financial industry, working in trading, portfolio management, private equity and advisory. He received a BS in Corporate Finance & Investments from Babson College and completed the Masters of Science in Financial Services and Accredited Estate Planner program through the American College. He has earned the right to use the CFA, MSFS, CMT, BSP, CFBS, AEP, RICP, CAP and CLTC designations. He and his wife Elizabeth live in University Park, Texas along with their four children. He is active in the community, having served as Treasurer of the CFA Society of DFW, on the Board of the Dallas YMCA & Foundation Board, the Rotary Club of Park Cities Foundation, the Board of the Dallas Estate Planning Council, EC of ProVisors-Dallas and contributes as an active member of ACG, XPX, EPI, the Dallas Rowing Club and the Christ the King Kingsmen. He has been recognized for numerous industry recognitions including '23&24 Forbes Top Financial Securities Professionals, MDRT, Society 1851, Freshman 5 and was a finalist for the 2022 Emerging Impact Award through Invest in Others.✥ I am licensed to sell insurance in: TX,OK,LA,MD,DE,NC,CO,FL,WY,NY; domiciled in Texas, CA Insurance License # 0I93421, and securities in: TX,LA,NC,FL. I am a registered representative of and can offer securities and investment advisory services and financial planning through MML Investors Services, LLC, member SIPC (www.sipc.org). Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies. Supervisory address: 14241 Dallas Parkway, Suite #1200, TX 75254 972.348.6300. Due to federal regulations that apply to investment advisor representatives, I am not able to accept endorsements that pertain to my investment services.
Listed skills include Asset Management, Finance, Relative Value, Capital Structure, and 9 others.
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Integrated Strategies is a fee-based business financial planning team offering comprehensive, forward-facing solutions to small and medium sized private companies.
Dallas, Texas, US
At Bluecrest, we work as an advocate for executives and self-employed individuals, helping them design plans to assist their employees as they prepare for retirement and other important life events, along with providing strategies to manage risk and build assets for a more secure financial future for their families and businesses.I am associated with.
Dallas, Texas, US
Prior to my current role I spent eight years at Highland Capital, where my primary responsibilities included the generation of trading strategies across high yield and high grade bonds, leveraged loans and CDS. I was responsible for directing the firm’s macro strategy and technical research, and oversaw credit hedging as well as European Trading. I was.
Dallas, Texas, US
Based in Dallas, Texas, Highland Capital's restructuring team employs directional, capital structure arbitrage, relative value, and event-driven investment strategies across various credit markets where it holds significant investment experience, primarily the distressed, leveraged loan, high yield and structured products markets. Highland utilizes a.
Dallas, Texas, US
Based in Dallas, Texas, Highland Funds is known as one of the premier providers of unique fund strategies distributed through financial intermediaries. The Highland Funds complex consists of a number of distinct registered investment companies falling into two types: open-end "mutual" funds and traditional closed-end funds, with a total of over $3.3.
New York, NY, US
Associate Director, Head of Trading Capital Markets Group - Dallas, TXORIX Capital Markets is a fully-integrated, commercial real estate finance and investment company with over $1 billion in assets and core businesses in real estate lending, CMBS and debt securities investments, real estate equity investments, acquisitions and development, capital markets.
Analyst for Seaboard Ventures, LP, a private equity and investment banking M&A advisory boutique based in Charleston, SCCredit Analyst/Associate for Seaboard & Co., LLC, a $1Bn hedge fund and alternative asset manager based in Baltimore, MD
Montreal, QC, CA
Institutional High Grade Sales desk - Boston, MA
Contributed to energy procurement audit reports.
Studied transportation logistics at the Olympic Village
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Daniel J. Drabinski, Cfa, Msfs, Aep, Cepa, Cmt, Cap, Ricp works for Integrated Strategies, LLC.
Daniel J. Drabinski, Cfa, Msfs, Aep, Cepa, Cmt, Cap, Ricp is listed as Certified Family Business Specialist | Certified Exit Planning Advisor | Retirement Income Certified Professional | Advanced Insurance Strategies to Family Offices & Private Equity | at Integrated Strategies, LLC.
AeroLeads has found 2 work email signals at @bluecrestfa.com for Daniel J. Drabinski, Cfa, Msfs, Aep, Cepa, Cmt, Cap, Ricp at Integrated Strategies, LLC.
AeroLeads has found 1 phone signal(s) with area code 972 for Daniel J. Drabinski, Cfa, Msfs, Aep, Cepa, Cmt, Cap, Ricp at Integrated Strategies, LLC.
Daniel J. Drabinski, Cfa, Msfs, Aep, Cepa, Cmt, Cap, Ricp is based in Dallas, Texas, United States while working with Integrated Strategies, LLC.
Daniel J. Drabinski, Cfa, Msfs, Aep, Cepa, Cmt, Cap, Ricp has worked for Integrated Strategies, Llc, Bluecrest Financial Alliances, Cfa Society Dallas/Fort Worth, Highland Capital Management, L.P., and Orix Capital Markets, Llc.
You can use AeroLeads to view verified contact signals for Daniel J. Drabinski, Cfa, Msfs, Aep, Cepa, Cmt, Cap, Ricp at Integrated Strategies, LLC, including work email, phone, and LinkedIn data when available.
Daniel J. Drabinski, Cfa, Msfs, Aep, Cepa, Cmt, Cap, Ricp holds Bs, Corporate Finance/Investments (Minor-Economics) from Babson College.
Daniel J. Drabinski, Cfa, Msfs, Aep, Cepa, Cmt, Cap, Ricp is listed with skills including Asset Management, Finance, Relative Value, Capital Structure, Life Insurance, Business Insurance, Health Insurance, and General Insurance.
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