Dan NewhallExecutive Vice President, Wealth Management at AlliantSpeaker
Profile
At Alliant, Dan is leading the build out and development of the Alliant Wealth Management vertical, leveraging his experience as and RIA operator and investor. His core competencies include RIA operations, compliance, M&A, integrations, and capital solutions. He is passionate about culture and driven by creating meaningful partnerships for RIA owners and their clients.
Agenda Sessions
RIA Edge Roundtables
, 3:35pmView Session
