Dan O'Shea, CIMA®, CRPS®
DCIO Channel Leader at Columbia Threadneedle Investments, US | Boston, Massachusetts, United States
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DCIO Channel Leader at Columbia Threadneedle Investments, US in July 2022 to Present
Regional Vice President - Investment Only Division at Columbia Threadneedle Investments, US in May 2015 to July 2022
Vice President - Investments at IBG Financial Partners, LLC in March 2012 to May 2015
Financial Advisor at Morgan Stanley Smith Barney in May 2009 to March 2012
Financial Advisor at UBS Wealth Management in March 2008 to May 2009
Financial Consultant at A.G. Edwards & Sons, Inc. in January 2007 to January 2008
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Amherst College, Bachelor of Arts, January 2003 to January 2007
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Retirement Planning
Investments
Series 7
Strategic Financial Planning
Financial Advisory
Finance
401k
Mutual Funds
Alternative Investments
Series 66
Series 31
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Discover more about Columbia Threadneedle Investments, USWhat is Dan O'shea email address?
Email Dan O'shea at [email protected] and [email protected]. This email is the most updated Dan O'shea's email found in 2026.
How to contact Dan O'shea?
To contact Dan O'shea send an email to [email protected] or [email protected].
What company does Dan O'Shea, CIMA®, CRPS® work for?
Dan O'Shea, CIMA®, CRPS® works for Columbia Threadneedle Investments, US
What is Dan O'Shea, CIMA®, CRPS®'s role at Columbia Threadneedle Investments, US?
Dan O'Shea, CIMA®, CRPS® is DCIO Channel Leader
What is Dan O'Shea, CIMA®, CRPS®'s Phone Number?
Dan O'Shea, CIMA®, CRPS®'s phone (413) ***-*309
What industry does Dan O'Shea, CIMA®, CRPS® work in?
Dan O'Shea, CIMA®, CRPS® works in the Investment Management industry.
Dan O'Shea, CIMA®, CRPS® Email Addresses
Dan O'Shea, CIMA®, CRPS® Phone Numbers
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