Dan E. Drennen
Plus aucun poste en cours
Profil
Mr. Dan E.
Drennen, II, is Senior Vice President & Director- Marketing at Carl Domino, Inc. He has been a tax and investment advisor for wealth management clients for his entire career, starting as a tax attorney and owning a financial services company in the Southeast for the first part of his career.
He then became a wealth management advisor and marketing director for several companies offering services to clients in Pennsylvania, New Jersey, New York and Florida.
Companies Mr. Drennen has worked for during career in finance include Wachovia Wealth Management; Mellon Private Asset Management; The MDE Group; and Wood-Drennen Financial, Inc. He also worked for the law firms of Johnston, Barton, Proctor and Rose and Lyons, Pipes & Cook, two of the Southeast's oldest law firms.
He is founder and president of a Palm Beach-based marketing company.
Community service is an important aspect of Mr. Drennen's personal and professional lives.
Organizations where he currently is or has been a member include the Preservation Foundation of Palm Beach, the Four Arts Society of Palm Beach, the Community Foundation of Palm Beach and Martin Counties, Palm Beach Estate Planning Council and the East Coast Estate Planning Council, to name a few.
Mr. Drennen earned his undergraduate degree from Washington and Lee University in Lexington, Va.
He also received law degrees from Cumberland Law School at Samford University in Birmingham, Ala., and Emory University School of Law in Atlanta, Ga.
He is licensed in several disciplines including tax, law, securities (NASD Series 7 and NASD Series 63), real estate and insurance.
Anciens postes connus de Dan E. Drennen
| Sociétés | Poste | Fin |
|---|---|---|
The MDE Group, Inc.
 The MDE Group, Inc. Investment ManagersFinance Founded in 1987 by Mitchell Eichen, MDE Group, Inc. is a wealth management firm and registered investment advisor located in Morristown, New Jersey. | Corporate Officer/Principal | - |
Wachovia Wealth Management
 Wachovia Wealth Management Investment ManagersFinance Wachovia Wealth Management is an investment management firm located in Winston-Salem North Carolina with an additional office in New York City. The firm is a division of Wells Fargo & Co. (NYSE: WFC) | Corporate Officer/Principal | - |
| Mellon Private Asset Management | Corporate Officer/Principal | - |
Carl Domino, Inc.
 Carl Domino, Inc. Investment ManagersFinance Carl Domino, Inc. (CDI) is an independent, SEC-registered investment advisor and money management firm headquartered in West Palm Beach, Florida. The firm was founded by Carl Domino and Michael J. Dixon in 2004. CDI provides investment advice to individuals and institutions. | Sales & Marketing | - |
Formation de Dan E. Drennen
| Washington & Lee University | Undergraduate Degree |
| Samford University | Graduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Carl Domino, Inc.
Carl Domino, Inc. Investment ManagersFinance Carl Domino, Inc. (CDI) is an independent, SEC-registered investment advisor and money management firm headquartered in West Palm Beach, Florida. The firm was founded by Carl Domino and Michael J. Dixon in 2004. CDI provides investment advice to individuals and institutions. | Finance |
Wachovia Wealth Management
Wachovia Wealth Management Investment ManagersFinance Wachovia Wealth Management is an investment management firm located in Winston-Salem North Carolina with an additional office in New York City. The firm is a division of Wells Fargo & Co. (NYSE: WFC) | Finance |
| Mellon Private Asset Management | |
The MDE Group, Inc.
The MDE Group, Inc. Investment ManagersFinance Founded in 1987 by Mitchell Eichen, MDE Group, Inc. is a wealth management firm and registered investment advisor located in Morristown, New Jersey. | Finance |
