My name is Dan Chambers and I have built an impeccable reputation and track record as a top-performing Private Wealth Advisor Consultant by taking a consultative approach to the needs and goals of Financial Advisors and their clients. I am recognized by clients and colleagues as an innovative and ...more

My name is Dan Chambers and I have built an impeccable reputation and track record as a top-performing Private Wealth Advisor Consultant by taking a consultative approach to the needs and goals of Financial Advisors and their clients. I am recognized by clients and colleagues as an innovative and enthusiastic sales leader. I have a keen understanding and record of developing and implementing successful sales and territory management strategies. I am skilled at quickly building relationships with Financial Advisors and have mastered the ability to communicate complex financial information in an understandable format. I am a dynamic and persuasive communicator with extensive experience at preparing and delivering clear and compelling presentations to audiences of all sizes. I have had a diverse set of experiences. I've provided solutions in many wrappers, including Mutual Funds, Separately Managed Accounts, Alternative Investments, both private and public, as well as Closed-End Funds and ETFs. I have consulted to Wirehouses, Regionals, Independents, Banks and RIA's. ★ Team Building and Mentoring ★ Extensive Knowledge of Industry, Global Economy and Products ★ Consultative Approach to Sellingless