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Dan Gimbel — Senior Consultant, Principal · NEPC · Ponte Vedra Beach, Florida, United States.
Direct contact
No direct contact on file for Dan yet.
About
Experienced Investment Advisor with a demonstrated history of working in the financial services industry. Strong operations professional skilled in Sales, Customer Relationship Management (CRM), Asset Management, Equities, and Retirement Planning.
Experience
Senior Consultant, PrincipalCurrent
NEPC, LLC · Ponte Vedra Beach, Florida
Apr 2017 – Present
As a Senior Consultant I am responsible for all aspects of client relationship management including asset allocation analysis, development of investment policy statements, portfolio construction, manager monitoring and performance reporting.
Advisor, Investment Advisory Services
CTC | myCFO
Mar 2006 – May 2017
I am a Director of Investment Advisory Services at CTC | myCFO. I joined CTC in 2006, and focus on creating investment policies, recommending strategic asset allocations, selecting and implementing managers and funds for optimal portfolio performance for clients of CTC | myCFO.
Education
- University of Southern California — B.S., Business Administration/Finance · 1978 – 1983
- The Wharton School — IMCA · 2010
Skills
Retirement PlanningAsset AllocationPortfolio ManagementInvestmentsMarketingAlternative InvestmentsAsset Management