![Dan W. Klus](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Prior to joining RBC Global Asset Management in 2008, Mr. Klus worked for an independent registered investment advisor and a major regional bank, focusing on the investment needs of both public and private entities.
He began working in the financial services industry in 1992 and has concentrated on institutional client service and business development since 2000.
Mr. Klus earned a BSBA in Management from Xavier University.
He is a member of a school board and several local charitable organizations.
Tidigare kända positioner av Dan W. Klus
| Företag | Position | Slut |
|---|---|---|
AlphaMark Advisors LLC
 AlphaMark Advisors LLC Investment ManagersFinance AlphaMark Advisors’ strategy is driven by investing in high quality companies and maintaining a prudent sell discipline. Their investment philosophy emphasizes long-term performance over short-term fluctuations. The firm invests in individual equities, mutual funds and ETFs to create a well-balanced portfolio. They use a variety of analytical tools to conduct internal investment research. | Företagsledare/Principal | 2008-10-31 |
Alps Securities, Inc. /Co/
 Alps Securities, Inc. /Co/ Investment Banks/BrokersFinance Alps Securities, Inc. provides distribution services for a wide range of financial products and strategies, including open-end funds, closed-end funds, unit investment trusts (UITs), exchange-traded funds (ETFs), and private placements. The private company is based in Denver, CO. The company supports both start-ups and large funds, offering advertising review and compliance services, and operates multiple broker/dealers. | Företagsledare/Principal | 2006-05-31 |
Fifth Third Bank, NA (Cincinnati, Ohio)
 Fifth Third Bank, NA (Cincinnati, Ohio) Major BanksFinance Operates as a nationally chartered commercial bank | Företagsledare/Principal | 1993-12-31 |
RBC Global Asset Management (US), Inc.
 RBC Global Asset Management (US), Inc. Investment ManagersFinance RBC GAM-US employs various investment strategies through their investment mandates and based on the objectives and strategies of the clients involved. The firm’s buy, hold and sell decisions are based on each security’s expected risk/return profile, fundamentals, valuation and the ability for a considered transaction to support the portfolio in prudently attaining the client’s specific objectives. Their investment approach draws on both top-down and bottom-up inputs, resulting in an active style of management. | Försäljning & Marknadsföring | - |
Dan W. Kluss utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
5
Första gradens relationer
5
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 5 |
|---|---|
Fifth Third Bank, NA (Cincinnati, Ohio)
Fifth Third Bank, NA (Cincinnati, Ohio) Major BanksFinance Operates as a nationally chartered commercial bank | Finance |
RBC Global Asset Management (US), Inc.
RBC Global Asset Management (US), Inc. Investment ManagersFinance RBC GAM-US employs various investment strategies through their investment mandates and based on the objectives and strategies of the clients involved. The firm’s buy, hold and sell decisions are based on each security’s expected risk/return profile, fundamentals, valuation and the ability for a considered transaction to support the portfolio in prudently attaining the client’s specific objectives. Their investment approach draws on both top-down and bottom-up inputs, resulting in an active style of management. | Finance |
AlphaMark Advisors LLC
AlphaMark Advisors LLC Investment ManagersFinance AlphaMark Advisors’ strategy is driven by investing in high quality companies and maintaining a prudent sell discipline. Their investment philosophy emphasizes long-term performance over short-term fluctuations. The firm invests in individual equities, mutual funds and ETFs to create a well-balanced portfolio. They use a variety of analytical tools to conduct internal investment research. | Finance |
Alps Securities, Inc. /Co/
Alps Securities, Inc. /Co/ Investment Banks/BrokersFinance Alps Securities, Inc. provides distribution services for a wide range of financial products and strategies, including open-end funds, closed-end funds, unit investment trusts (UITs), exchange-traded funds (ETFs), and private placements. The private company is based in Denver, CO. The company supports both start-ups and large funds, offering advertising review and compliance services, and operates multiple broker/dealers. | Finance |
Xavier University
 Xavier University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
