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Dan's email:
dleeper7@yahoo.com

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      DANIEL M. LEEPER

      Experience

      October 2007 - Present LPL Financial Services

        Financial Advisor

      April 2004 - February 2007 Chase Investment Services Phoenix, AZ

        Independent Financial Advisor

      June 2000-April 2004 Charles Schwab Co. Phoenix, AZ

        Investment Representative

        • National Outbound Call Center responsible for new account and asset acquistion.

        • Regional Outbound Call Team responsible for existing client assistance

      June 1998-May 2000 American Express Financial Advisors Austin, TX

        Personal Financial Advisor

        • Acquired 85 clients and $2.8 Mil in production in first nine months.

        • Completed first year #9 in nation among first year advisors.

      1969-1998 Dept. of the Army Officer Worldwide locations

      Unit Leader, Manager and Instructor (active & reserve duty)

        • Trained instructor of officers for five years.

        • Executive assistant to four general officers.

        • Led and managed soldiers worldwide in peace and combat zones.

      1984–1998 Dept. of the Army Civilian Worldwide locations

      Management, Program and Budget Analyst

        • Senior analyst for $450M+ annual budget.

        • Extensive organizational/efficiency restructuring review experience.

        • Extensive data analysis/information generation experience.

      Education

      1982-1986 Golden Gate University San Francisco, CA

      • M.B.A. Management

      1965-1969 Western Kentucky University Bowling Green, KY

      • B.A., Government

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