Ian Dance

Ian Dance

Private Wealth Analyst
Dallas, Texas, United States

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Work Experience

True North Advisors

Associate Wealth Manager

2024-05-01 - Present

Texas Capital Bank

Private Wealth Analyst

2022-11-01 - 2024-05-01

Havenshare Financial LLC

Finance Intern

2021-06-01 - 2022-08-01

Skills

wealth management advisors financial advice financial planning investment portfolio management alternative investments institutional quality investment access generational wealth planning multigenerational success planning business exit planning social impact concierge health family philanthropy

Languages

English