Dan McElwee, MBA, CFP® in

Dan McElwee, MBA, CFP®

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Chief Operating Officer / Partner at Ventura Wealth Management
📍 Greater Philadelphia, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
17 Years
Current Role
Chief Operating Officer / Partner
Job Level
Leadership
Location
Greater Philadelphia, United States
Personality Overview

How Dan shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Dan cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

5-2020
Chief Operating Officer / Partner
Ventura Wealth Management
1-2014 - 5-2020
Executive Vice President / Wealth Manager
Ventura Wealth Management
5-2008 - 12-2013
Wealth Manager
Ventura Wealth Management
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2014 - 2016
Master of Business Administration (MBA)
UNC Kenan-Flagler Business School
2011 - 2012
Financial Planning Certificate
New York University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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