Dan Werry

Registered Representative - Real Estate Investment Equity

view source

Location:

4242 Crocker Ave, Minneapolis, MN 55416

Industry:

Real Estate

Work:

Oracle - Minneapolis, Minnesota since Jul 2012
ERP Up Market - Application Sales Representative
Capital Markets Consulting - North America Mar 2012 - Jul 2012
Consultant
Diversified Portfolio Investments, LLC (prior broker dealer Bluerock Capital Markets) - Minneapolis, MN Oct 2003 - Mar 2012
Independent Branch Office/Partner
Bluerock Capital Markets, LLC (formerly Halcyon Capital Markets) - Minneapolis, MN, New York, NY Nov 2009 - Mar 2011
Managing Director/ Principal
Halcyon Capital Markets - acquired by Bluerock Capital Markets - Greater Minneapolis-St. Paul Area 2009 - 2010
Managing Director/Principal

Education:

University of Saint Thomas - School of Business 2000 - 2002
MBA, Finance Hamline University School of Law 1993 - 2000
JD/MBA, Middle Market Mergers and Acquisitions University of Southern California 1984 - 1988
BS Business, Marketing

Skills:

Business Development
Business Strategy
Enterprise Software
Strategy
Sales
Due Diligence
Sales Process
Saas
Strategic Planning
Investments
Leadership
Financial Services
Financial Modeling
Management
Management Consulting
Real Estate
Asset Management
Financial Regulation
Presentation Coaching
Thought Leadership
Selling
Cloud Computing
Workshop Facilitation
Customer Satisfaction
Crm
Solution Selling
Competitive Analysis
Erp
Strategic Partnerships
Customer Relationship Management
Entrepreneurship
Finance
Software As A Service
Start Ups
Financial Products
Consulting
Mobile Devices
New Business Development
Market Research
Mergers and Acquisitions
Program Management
Securities
Strategic Financial Planning
Wealth Management
Sales and Team Leadership
Client Satisfaction
Financial Services Compliance

Interests:

Golf
Half Marathons (5)
Marathons (3)

Dan Werry

view source