Dan Kilroy
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Dan Kilroy Email & Phone Number

Head of Financial Planning and Analysis - Internal at Cetera Financial Group at Cetera Financial Group
Location: San Diego, California, United States 9 work roles 2 schools
1 work email found @cetera.com 1 phone found area 800 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email d****@cetera.com
Direct phone (800) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Cetera Financial Group
Role
Head of Financial Planning and Analysis - Internal at Cetera Financial Group
Location
San Diego, California, United States
Company size
501 employees

Who is Dan Kilroy? Overview

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Quick answer

Dan Kilroy is listed as Head of Financial Planning and Analysis - Internal at Cetera Financial Group at Cetera Financial Group, a with 501 employees, based in San Diego, California, United States. AeroLeads shows a work email signal at cetera.com, phone signal with area code 800, and a matched LinkedIn profile for Dan Kilroy.

Dan Kilroy previously worked as Head of Financial Planning and Analysis - Internal at Cetera Financial Group and Chief Financial Officer at Cuso Financial Services, Lp., Sorrento Pacific Financial, Llc. Dan Kilroy holds Mba, Business Administration - Finance Concentration from Depaul Driehaus College Of Business.

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Email format at Cetera Financial Group

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{first}.{last}@cetera.com
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AeroLeads found 1 current-domain work email signal for Dan Kilroy. Compare company email patterns before reaching out.

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Profile bio

About Dan Kilroy

A Financial Executive with over 30 years of experience in:  Focusing on organizational leadership and consensus building (2018 San Diego Business Journal CFO of the Year Award Winner - Large Company/Private). Establishing appropriate financial targets and delivering results Championing projects driving enhanced firm value Leading firm decision support process, including budgeting, new business underwriting and vendor reviews Extensive Financial Planning & Analysis (FP&A) with both Broker/Dealers and investment management firms Developing and implementing critical Key Performance Indicator (KPI) Measurements Structuring multi entity intercompany operations and service agreements (Corporations/S- Corps/Partnerships/LLCs) and overseeing company debt and related covenants Leading investor relations, including limited partners and private equity ownership Serving in a variety of financial and senior management roles (licensed Financial and Operations Principal) overseeing Accounting and Human Resource areas

Listed skills include Financial Analysis, Finance, Financial Services, Forecasting, and 14 others.

Current workplace

Dan Kilroy's current company

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Cetera Financial Group
Cetera Financial Group
Head of Financial Planning and Analysis - Internal at Cetera Financial Group
El Segundo, CA
Website
cetera.com
Employees
501
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9 roles · 18 years

Dan Kilroy work experience

A career timeline built from the work history available for this profile.

Head Of Financial Planning And Analysis - Internal

Current
Cetera Financial Group

San Diego , Ca, Us

Nov 2020 - Present

Chief Financial Officer

Cuso Financial Services, Lp., Sorrento Pacific Financial, Llc

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), and Sorrento Pacific Financial, LLC (“SPF”), registered broker-dealers (Members FINRA www.finra.org /SIPC www.sipc.org ) and SEC Registered Investment Advisors. Products offered through CFS/SPF: are not federally insured, are not guarantees or obligations of credit unions or banks, and may involve investment risk including possible loss of principal. Credit unions and banks contract with CFS/SPF to make non-deposit investment products and services available to credit union members.

Mar 2010 - Nov 2020

Consultant

Aig Advisor Group

Phoenix, Arizona, Us

Financial Consulting

Nov 2009 - Feb 2010

Head Of Financial Planning And Analysis

Lpl Financial

San Diego, Ca, Us

Responsibilities included CEO/President decision support, annual planning, management reporting, cash flow forecasting, technology/project ROIs, Rate Setting Committee Chairman, Private Equity liaison, rating agency/lenders’ presentations.Centrally supported $500 million plus operating budget for three channel presidents as well as all divisions, including: Sales, Marketing, IT, Operations, Compliance, Legal, Human Resources, Research and Finance.

Oct 2004 - Jan 2009

Consultant

Outpost International
2009 - 2009

Director, Scudder Retirement Services, Head Of Business And Product Management

Deutsche Asset Management

Frankfurt Am Main, Hessen, De

Responsible for financial success of SRS’s products and business results as well as managing relationship with alliance service provider. Member of four person senior management team with a staff of 13 people and a budget of over $5 million.

Aug 2003 - Oct 2004

Vice President, Scudder Retirement Services - Director Of Finance

Zurich Scudder Investments

Responsible for all of SRS’s financial functions, including: new business acceptance, financial analysis, back office operations and financial reporting with four staff members. Member of the SRS six person senior management team

Mar 2001 - Jul 2003

Vice President, Group Financial Executive, Asia-Pacific And Americas Group

Zurich Scudder Investments

Overall responsibility for financial controlling and reporting.Note: Group eliminated in 2001 and absorbed into broader business channel

May 2000 - Feb 2001

Vp, Management Reporting And Analysis

Scudder Investments

Intermediaries Strategic Business Unit - Responsible for management reporting and analysis for load based mutual fund distribution and servicing operations as well as technology development and worldwide facilities operations (staff of three people).

Dec 1997 - Apr 2000
Team & coworkers

Colleagues at Cetera Financial Group

Other employees you can reach at cetera.com. View company contacts for 501 employees →

SS Sarah Stephenson Sarah Stephenson Colleague at Cetera Financial GroupSt Petersburg, Florida, United States View → BD Bob Doolittle Bob Doolittle Colleague at Cetera Financial GroupSan Diego, California, United States View → ND Nicholas Doyle, Cfp® Ricp® Nicholas Doyle, Cfp® Ricp® Colleague at Cetera Financial GroupGreater Phoenix Area, United States View → RU Ruben Ugalde Ruben Ugalde Colleague at Cetera Financial GroupBaldwin Park, California, United States View → SS Scott Sobiech Scott Sobiech Colleague at Cetera Financial GroupLittle Falls, Minnesota, United States View → BA Bintou Af Jammeh Bintou Af Jammeh Colleague at Cetera Financial GroupDes Moines, Iowa, United States View → BT Benjamin Thornton Benjamin Thornton Colleague at Cetera Financial GroupSan Diego, California, United States View → JR Jackie Rodriguez Jackie Rodriguez Colleague at Cetera Financial GroupZimmerman, Minnesota, United States View → MQ Melissa Quin Melissa Quin Colleague at Cetera Financial GroupOxford, Pennsylvania, United States View → MN Michael Nichols Michael Nichols Colleague at Cetera Financial GroupChandler, Arizona, United States View →
2 education records

Dan Kilroy education

Mba, Business Administration - Finance Concentration

Depaul Driehaus College Of Business

Ba Finance, Accounting Minor, Finance

Illinois State University
FAQ

Frequently asked questions about Dan Kilroy

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

What company does Dan Kilroy work for?

Dan Kilroy works for Cetera Financial Group.

What is Dan Kilroy's role at Cetera Financial Group?

Dan Kilroy is listed as Head of Financial Planning and Analysis - Internal at Cetera Financial Group at Cetera Financial Group.

What is Dan Kilroy's email address?

AeroLeads has found 1 work email signal at @cetera.com for Dan Kilroy at Cetera Financial Group.

What is Dan Kilroy's phone number?

AeroLeads has found 1 phone signal(s) with area code 800 for Dan Kilroy at Cetera Financial Group.

Where is Dan Kilroy based?

Dan Kilroy is based in San Diego, California, United States while working with Cetera Financial Group.

What companies has Dan Kilroy worked for?

Dan Kilroy has worked for Cetera Financial Group, Cuso Financial Services, Lp., Sorrento Pacific Financial, Llc, Aig Advisor Group, Lpl Financial, and Outpost International.

Who are Dan Kilroy's colleagues at Cetera Financial Group?

Dan Kilroy's colleagues at Cetera Financial Group include Sarah Stephenson, Bob Doolittle, Nicholas Doyle, Cfp® Ricp®, Ruben Ugalde, and Scott Sobiech.

How can I contact Dan Kilroy?

You can use AeroLeads to view verified contact signals for Dan Kilroy at Cetera Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Dan Kilroy attend?

Dan Kilroy holds Mba, Business Administration - Finance Concentration from Depaul Driehaus College Of Business.

What skills is Dan Kilroy known for?

Dan Kilroy is listed with skills including Financial Analysis, Finance, Financial Services, Forecasting, Leadership, Executive Management, Mutual Funds, and Management.

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